# MONTEBELLO AVENUE

MONTEBELLO AVENUE of PHOENIX, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 287726
- Type: SEC-registered investment adviser
- Location: 2801 E. CAMELBACK ROAD, PHOENIX, AZ, 85016
- Phone: (602) 960-8576
- Latest filing: 2026-06-12
- Regulatory AUM: $60.0M
- Discretionary AUM: $54.8M
- Non-discretionary AUM: $5.2M
- Clients: 1
- Accounts: 171

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/287726/brochure
- Similar advisers: https://search.stillhousedata.com/firm/287726/similar
- Related entities: https://search.stillhousedata.com/firm/287726/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/287726

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.