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Brenton Grady Durham

Monticello Associates Inc.

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About Brenton Grady Durham

Brenton Grady Durham is a registered Investment Advisor Representative (IAR) with Monticello Associates Inc.. Brenton Grady Durham is currently in the process of becoming registered in Colorado. Brenton Grady Durham has also held previous roles in the financial services industry, including positions with Portfolio Management Consultants, Inc., Kemper Securities Group, Inc., Boettcher & Company, Inc., New England Pension Consultants, Inc., Kidder, Peabody & Co. Incorporated and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Brenton Grady Durham has been in the financial services industry for over 40 years.

Firm Information

Brenton Durham is currently registered with Monticello Associates Inc.. Monticello Associates Inc. is an investment advisory firm headquartered in Denver, CO. The firm provides general asset management consulting services, pension consulting, and selection of other advisors. Monticello Associates Inc. primarily serves charitable organizations, high-net-worth individuals, and pension and profit-sharing plans.
Monticello Associates Inc.

1800 LARIMER STREET

DENVER, CO 80202

Not reported

Assets Under Management

396

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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general asset management consulting services

General asset management consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Percentage of assets under advisement

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Brenton Durham’s Registration & Firm History

CO

01/01/2025 - Present

Monticello Associates Inc. (DENVER CO)

NA

02/25/1992 - 07/31/1992

PORTFOLIO MANAGEMENT CONSULTANTS, INC.

NA

09/04/1990 - 10/11/1991

KEMPER SECURITIES GROUP, INC.

NA

01/09/1989 - 09/04/1990

BOETTCHER & COMPANY, INC.

NA

06/23/1988 - 12/09/1988

NEW ENGLAND PENSION CONSULTANTS, INC.

NA

12/06/1983 - 02/10/1988

KIDDER, PEABODY & CO. INCORPORATED

NA

07/20/1983 - 12/16/1983

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

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Licenses & Designations

BC

Issued 07/27/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/16/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brenton Grady Durham.
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