Be advised. This firm is no longer registered.

Montage Investments, LLC

Montage Investments, LLC (CRD# 152607) is a financial advisory firm headquartered in Leawood, KS. They manage $35,769,813 in 12 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $2,980,818
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

KS, MO

Financial Advisors at Montage Investments, LLC
No Advisor Found.
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