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
https://montlakellc.com/
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Montlake Capital Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
David Lewis, financial advisor Dallas TX
David V. Lewis
CRD#: 4553188
Dallas, TX

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.

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals