SEC CRD #801-130618
623 Loudon Road, Latham, NY 12110 518-786-3534 Client. From wealth management to retirement solutions, Contact Office: 518-786-3534 MONTHIE WEALTH ADVISORS is a LATHAM, NY-based registered investment adviser managing $71.1M in assets with 2 employees (CRD #321076). Monthie Wealth Advisors serves individual and high-net-worth clients with discretionary portfolio management and financial planning, using ...
PHILLIP JOSEPH MONTHIE
CHIEF COMPLIANCE OFFICER
📞 (518) 786-3534
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AUM
$71M
Location
LATHAM, NY
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