RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Sep 8, 2005
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
MONTIS, GEORGE, PIMEMBERE Control
MONTIS, GEORGE, PICHIEF COMPLIANCE OFFICER/MEMBERD Control
MONTIS, GEORGE, PICHIEF COMPLIANCE OFFICER/MEMBERD Control
MONTIS, GEORGE, PICHIEF COMPLIANCE OFFICER/MEMBERD Control
MONTIS, GEORGE, PIMEMBERD Control
MONTIS, GEORGE, PICHIEF COMPLIANCE OFFICER/MANAGING MEMBERD Control
DAEN, MATTHEWIMEMBERC Control
DAEN, MATTHEWIMEMBERC Control
DAEN, MATTHEWIMEMBERC Control
DAEN, MATTHEWIMEMBERC Control
EXLEY, F., SPRAGUEIMEMBERC Control
EXLEY, F., SPRAGUEIMEMBERC Control
EXLEY, F., SPRAGUEIMEMBERC Control
EXLEY, F., SPRAGUEIMEMBERC Control
EXLEY, F., SPRAGUEIMEMBERC Control
MONTIS, GEORGE, PICHIEF COMPLIANCE OFFICER/MANAGING MEMBERC Control
MONTIS, ELIZABETH, GIMEMBERA

Registrations

Federal

IA
Sep 8, 2005 REGISTERED

Notice Filings (2)

GA SC

Address

315 COMMERCIAL DRIVE,SUITE B-4
SAVANNAH, GA 31406
USA
Phone: 912-354-8000