Montlake Capital Management, LLC
Montlake Capital Management, LLC (CRD# 292299) is a financial advisory firm headquartered in , . They manage $4,315,587 in 5 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Montlake Capital Management, LLC
By the Numbers
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Total Assets Under Management4MILLION
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Total Number of Accounts5ACCOUNTS
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Average Account Value$863,117
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Montlake Capital Management, LLC
1
David Lewis (CRD# 4553188) is an Investment Advisor Representative working at Montlake Capital Management, LLC in Dallas, TX and has over 24 years of experience in the finance industry.
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