MONTICELLO INVESTMENT SERVICES, INC.
CRD #140851 SEC #801-73177 NEOSHO, MO 417-437-7160
SEC Registered Disclosures
Total AUM
--
Discretionary
--
Employees
3
Clients
1
Accounts
--
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2016 | $53M | $0 | $53M | 3 | 300 |
| Mar 2015 | $47.6M | $13.7M | $33.9M | 3 | 300 |
| Jan 2015 | $47.6M | $13.7M | $33.9M | 3 | 300 |
| Dec 2014 | $47.6M | $13.7M | $33.9M | 3 | 300 |
| Dec 2014 | $47.6M | $13.7M | $33.9M | 3 | 300 |
| Dec 2014 | $47.6M | $13.7M | $33.9M | 3 | 300 |
| Dec 2014 | $47.6M | $13.7M | $33.9M | 3 | 300 |
| Nov 2014 | $47.6M | $13.7M | $33.9M | 3 | 300 |
| Nov 2014 | $47.6M | $13.7M | $33.9M | 3 | 300 |
| Oct 2014 | $47.6M | $13.7M | $33.9M | 3 | 300 |
| Sep 2014 | $47.6M | $13.7M | $33.9M | 3 | 300 |
| Sep 2014 | $47.6M | $13.7M | $33.9M | 3 | 300 |
| Sep 2014 | $47.6M | $13.7M | $33.9M | 3 | 300 |
| Aug 2014 | $47.6M | $13.7M | $33.9M | 3 | 300 |
| Aug 2014 | $47.6M | $13.7M | $33.9M | 3 | 300 |
| May 2014 | $47.6M | $13.7M | $33.9M | 3 | 300 |
| Apr 2014 | $47.6M | $13.7M | $33.9M | 3 | 300 |
| Apr 2014 | $47.6M | $13.7M | $33.9M | 3 | 300 |
| Apr 2014 | $47.6M | $13.7M | $33.9M | 3 | 300 |
| Mar 2014 | $44.6M | $34.6M | $10M | 3 | 300 |
| Mar 2014 | $44.6M | $34.6M | $10M | 3 | 300 |
| Mar 2014 | $44.6M | $34.6M | $10M | 3 | 300 |
| Jan 2014 | $44.6M | $34.6M | $10M | 3 | 200 |
| Dec 2013 | $44.6M | $34.6M | $10M | 3 | 200 |
| Dec 2013 | $44.6M | $34.6M | $10M | 3 | 200 |
| Dec 2013 | $44.6M | $34.6M | $10M | 3 | 200 |
| Nov 2013 | $44.6M | $34.6M | $10M | 3 | 200 |
| Sep 2013 | $44.6M | $34.6M | $10M | 3 | 200 |
| Aug 2013 | $44.6M | $34.6M | $10M | 3 | 200 |
| Apr 2013 | $44.6M | $34.6M | $10M | 3 | 200 |
| Apr 2013 | $44.6M | $34.6M | $10M | 3 | 200 |
| Apr 2013 | $44.6M | $34.6M | $10M | 3 | 200 |
| Apr 2013 | $44.6M | $34.6M | $10M | 3 | 200 |
| Mar 2013 | $33.3M | $31.6M | $1.7M | 3 | 200 |
| Feb 2013 | $33.3M | $31.6M | $1.7M | 3 | 200 |
| Jan 2013 | $33.3M | $31.6M | $1.7M | 3 | 200 |
| Jan 2013 | $33.3M | $31.6M | $1.7M | 3 | 200 |
| Aug 2012 | $33.3M | $31.6M | $1.7M | 1 | 200 |
| Jun 2012 | $33.3M | $31.6M | $1.7M | 1 | 200 |
| May 2012 | $33.3M | $31.6M | $1.7M | 1 | 200 |
| May 2012 | $33.3M | $31.6M | $1.7M | 1 | 200 |
| May 2012 | $33.3M | $31.6M | $1.7M | 1 | 200 |
| Apr 2012 | $33.3M | $31.6M | $1.7M | 1 | 200 |
| Apr 2012 | $33.3M | $31.6M | $1.7M | 1 | 200 |
| Mar 2012 | $33.3M | $31.6M | $1.7M | 1 | 200 |
| Mar 2012 | $33.3M | $31.6M | $1.7M | 1 | 200 |
| Feb 2012 | $33.3M | $31.6M | $1.7M | 1 | 200 |
| Feb 2012 | $33.3M | $31.6M | $1.7M | 1 | 200 |
| Feb 2012 | $33.3M | $31.6M | $1.7M | 1 | 200 |
| Feb 2012 | $33.3M | $31.6M | $1.7M | 1 | 200 |
DateMar 2016
Total AUM$53M
Discretionary$0
Non-Disc.$53M
Employees3
Clients300
DateMar 2015
Total AUM$47.6M
Discretionary$13.7M
Non-Disc.$33.9M
Employees3
Clients300
DateJan 2015
Total AUM$47.6M
Discretionary$13.7M
Non-Disc.$33.9M
Employees3
Clients300
DateDec 2014
Total AUM$47.6M
Discretionary$13.7M
Non-Disc.$33.9M
Employees3
Clients300
DateDec 2014
Total AUM$47.6M
Discretionary$13.7M
Non-Disc.$33.9M
Employees3
Clients300
DateDec 2014
Total AUM$47.6M
Discretionary$13.7M
Non-Disc.$33.9M
Employees3
Clients300
DateDec 2014
Total AUM$47.6M
Discretionary$13.7M
Non-Disc.$33.9M
Employees3
Clients300
DateNov 2014
Total AUM$47.6M
Discretionary$13.7M
Non-Disc.$33.9M
Employees3
Clients300
DateNov 2014
Total AUM$47.6M
Discretionary$13.7M
Non-Disc.$33.9M
Employees3
Clients300
DateOct 2014
Total AUM$47.6M
Discretionary$13.7M
Non-Disc.$33.9M
Employees3
Clients300
DateSep 2014
Total AUM$47.6M
Discretionary$13.7M
Non-Disc.$33.9M
Employees3
Clients300
DateSep 2014
Total AUM$47.6M
Discretionary$13.7M
Non-Disc.$33.9M
Employees3
Clients300
DateSep 2014
Total AUM$47.6M
Discretionary$13.7M
Non-Disc.$33.9M
Employees3
Clients300
DateAug 2014
Total AUM$47.6M
Discretionary$13.7M
Non-Disc.$33.9M
Employees3
Clients300
DateAug 2014
Total AUM$47.6M
Discretionary$13.7M
Non-Disc.$33.9M
Employees3
Clients300
DateMay 2014
Total AUM$47.6M
Discretionary$13.7M
Non-Disc.$33.9M
Employees3
Clients300
DateApr 2014
Total AUM$47.6M
Discretionary$13.7M
Non-Disc.$33.9M
Employees3
Clients300
DateApr 2014
Total AUM$47.6M
Discretionary$13.7M
Non-Disc.$33.9M
Employees3
Clients300
DateApr 2014
Total AUM$47.6M
Discretionary$13.7M
Non-Disc.$33.9M
Employees3
Clients300
DateMar 2014
Total AUM$44.6M
Discretionary$34.6M
Non-Disc.$10M
Employees3
Clients300
DateMar 2014
Total AUM$44.6M
Discretionary$34.6M
Non-Disc.$10M
Employees3
Clients300
DateMar 2014
Total AUM$44.6M
Discretionary$34.6M
Non-Disc.$10M
Employees3
Clients300
DateJan 2014
Total AUM$44.6M
Discretionary$34.6M
Non-Disc.$10M
Employees3
Clients200
DateDec 2013
Total AUM$44.6M
Discretionary$34.6M
Non-Disc.$10M
Employees3
Clients200
DateDec 2013
Total AUM$44.6M
Discretionary$34.6M
Non-Disc.$10M
Employees3
Clients200
DateDec 2013
Total AUM$44.6M
Discretionary$34.6M
Non-Disc.$10M
Employees3
Clients200
DateNov 2013
Total AUM$44.6M
Discretionary$34.6M
Non-Disc.$10M
Employees3
Clients200
DateSep 2013
Total AUM$44.6M
Discretionary$34.6M
Non-Disc.$10M
Employees3
Clients200
DateAug 2013
Total AUM$44.6M
Discretionary$34.6M
Non-Disc.$10M
Employees3
Clients200
DateApr 2013
Total AUM$44.6M
Discretionary$34.6M
Non-Disc.$10M
Employees3
Clients200
DateApr 2013
Total AUM$44.6M
Discretionary$34.6M
Non-Disc.$10M
Employees3
Clients200
DateApr 2013
Total AUM$44.6M
Discretionary$34.6M
Non-Disc.$10M
Employees3
Clients200
DateApr 2013
Total AUM$44.6M
Discretionary$34.6M
Non-Disc.$10M
Employees3
Clients200
DateMar 2013
Total AUM$33.3M
Discretionary$31.6M
Non-Disc.$1.7M
Employees3
Clients200
DateFeb 2013
Total AUM$33.3M
Discretionary$31.6M
Non-Disc.$1.7M
Employees3
Clients200
DateJan 2013
Total AUM$33.3M
Discretionary$31.6M
Non-Disc.$1.7M
Employees3
Clients200
DateJan 2013
Total AUM$33.3M
Discretionary$31.6M
Non-Disc.$1.7M
Employees3
Clients200
DateAug 2012
Total AUM$33.3M
Discretionary$31.6M
Non-Disc.$1.7M
Employees1
Clients200
DateJun 2012
Total AUM$33.3M
Discretionary$31.6M
Non-Disc.$1.7M
Employees1
Clients200
DateMay 2012
Total AUM$33.3M
Discretionary$31.6M
Non-Disc.$1.7M
Employees1
Clients200
DateMay 2012
Total AUM$33.3M
Discretionary$31.6M
Non-Disc.$1.7M
Employees1
Clients200
DateMay 2012
Total AUM$33.3M
Discretionary$31.6M
Non-Disc.$1.7M
Employees1
Clients200
DateApr 2012
Total AUM$33.3M
Discretionary$31.6M
Non-Disc.$1.7M
Employees1
Clients200
DateApr 2012
Total AUM$33.3M
Discretionary$31.6M
Non-Disc.$1.7M
Employees1
Clients200
DateMar 2012
Total AUM$33.3M
Discretionary$31.6M
Non-Disc.$1.7M
Employees1
Clients200
DateMar 2012
Total AUM$33.3M
Discretionary$31.6M
Non-Disc.$1.7M
Employees1
Clients200
DateFeb 2012
Total AUM$33.3M
Discretionary$31.6M
Non-Disc.$1.7M
Employees1
Clients200
DateFeb 2012
Total AUM$33.3M
Discretionary$31.6M
Non-Disc.$1.7M
Employees1
Clients200
DateFeb 2012
Total AUM$33.3M
Discretionary$31.6M
Non-Disc.$1.7M
Employees1
Clients200
DateFeb 2012
Total AUM$33.3M
Discretionary$31.6M
Non-Disc.$1.7M
Employees1
Clients200