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Multi-Family OfficeRIA · CRD 287495State-Registered Investment Adviser

Updated:

Monotelo Wealth Partners

Monotelo Advisors provides tax planning and preparation for individuals and businesses. The firm offers values-based retirement planning and financial...

Overview

Monotelo Advisors provides tax planning and preparation for individuals and businesses. The firm offers values-based retirement planning and financial planning services. It also supports small business owners with tax, bookkeeping, and payroll needs.

General information

Firm type

Multi Family Office

Year founded

2015

Location

Region

North America

Country

United States

City

Elgin

Corporate office

New York, NY, United States

Principals

Andrew M. Hart

Founder and Managing Principal

Sector focus

Private CreditReal EstateHedge FundsPrivate Equity

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