MONTEBELLO PARTNERS LLC

LOCUST VALLEY, New York·3 registered advisors·CRD# 149867

SEC# 801-701640516-609-0291

01

Firm Overview

AUM

—

Regulatory assets under management

Employees

2

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Portfolio management (individuals)

Compensation

Percentage of AUM

03

Specialties

Investment Management Fee-Only Advisory

04

Advisors at MONTEBELLO PARTNERS LLC

3 registered advisors

Gary Mark Goldberg

SUFFERN, New York

Richard Timothy Kersting

SUFFERN, New York

William Joseph Krivicich

SUFFERN, New York

05

Office Locations

SUFFERN, New York

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Data sourced from SEC Form ADV filings. MONTEBELLO PARTNERS LLC (CRD# 149867) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.