Monthie Wealth Advisors

Monthie Wealth Advisors (CRD# 321076) is a financial advisory firm headquartered in Latham, NY. They manage $29,435,621 in 152 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
623 New Loudon Road, Latham, NY 12110
https://www.linkedin.com/company/monthie-wealth-advisors/
By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    152
    ACCOUNTS
  • Average Account Value
    $193,655
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Monthie Wealth Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Phillip Monthie, financial advisor Latham NY
Phillip J. Monthie
CRD#: 6361297
623 New Loudon Road, Latham, NY 12110

Phillip Monthie (CRD# 6361297) is an Investment Advisor Representative working at Monthie Wealth Advisors in Latham, NY and has over 9 years of experience in the finance industry.

2
Stephen Monthie, financial advisor Latham NY
Stephen Monthie
CRD#: 7518764
623 New Loudon Road, Latham, NY 12110

Stephen Monthie (CRD# 7518764) is an Investment Advisor Representative working at Monthie Wealth Advisors in Latham, NY and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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