EXCLUSIVE RESOURCE MANAGEMENT LLC
Legal name: MONTHIE WEALTH ADVISORS
CRD #321076 SEC #801-130618 LATHAM, NY 518-786-3534
SEC Registered
Total AUM
$55.3M
Discretionary
$55.3M
Employees
2
Clients
0
Accounts
264
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MONTHIE, PHILLIP, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MONTHIE, PHILLIP, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MONTHIE, PHILLIP, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MONTHIE, STEPHEN, PAUL | I | MANAGING DIRECTOR | E | Control |
| MONTHIE, STEPHEN, PAUL | I | MANAGING DIRECTOR | E | Control |
| MONTHIE, STEPHEN, PAUL | I | MANAGING DIRECTOR | E | Control |
Registrations
Federal
IA
Feb 28, 2025 REGISTERED
Notice Filings (1)
NY
Address
623 NEW LOUDON ROADLATHAM, NY 12110
United States
Phone: 518-786-3534