MONTIS & EXLEY ASSET MANAGEMENT, LLC
CRD #107477 SEC #801-54116 SAVANNAH, GA 912-354-8000
SEC Registered
Total AUM
$66.4M
Discretionary
$64.6M
Employees
10
Clients
10
Accounts
429
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2008 | $62.8M | $62.8M | $0 | 10 | -- |
| Mar 2007 | $63M | $63M | $0 | 10 | -- |
| Feb 2006 | $53.3M | $0 | $53.3M | 10 | -- |
| Jan 2006 | $53.3M | $0 | $53.3M | 10 | -- |
| Sep 2005 | $66.4M | $64.6M | $1.8M | 10 | -- |
| Apr 2004 | $70.1M | $68.3M | $1.8M | 10 | -- |
| Mar 2002 | $37M | $35.2M | $1.9M | 10 | -- |
DateMar 2008
Total AUM$62.8M
Discretionary$62.8M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$63M
Discretionary$63M
Non-Disc.$0
Employees10
Clients--
DateFeb 2006
Total AUM$53.3M
Discretionary$0
Non-Disc.$53.3M
Employees10
Clients--
DateJan 2006
Total AUM$53.3M
Discretionary$0
Non-Disc.$53.3M
Employees10
Clients--
DateSep 2005
Total AUM$66.4M
Discretionary$64.6M
Non-Disc.$1.8M
Employees10
Clients--
DateApr 2004
Total AUM$70.1M
Discretionary$68.3M
Non-Disc.$1.8M
Employees10
Clients--
DateMar 2002
Total AUM$37M
Discretionary$35.2M
Non-Disc.$1.9M
Employees10
Clients--