MONTHIE WEALTH ADVISORS
Tel: 518-786-3534 623 New Loudon Road Latham, New York 12110
About MONTHIE WEALTH ADVISORS
MONTHIE WEALTH ADVISORS is a Latham, New York based financial advisory firm with nearly $55,269,700 in assets under management and provides investment advisory services for 264 clients. There are currently 2 financial advisors at the firm.
General Information
Firm CRD#:
321076
Firm SEC#:
801-130618
Assets Under Management:
$55,269,700
No. of Clients:
264
No. of Advisors:
2
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
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