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Gabriel Montoya

DVDENDO, INC.·CORAL GABLES, Florida
Clean recordDVDENDO, INC.
95 MERRICK WAY, CORAL GABLES, FL 33134CRD# 6764644Firm CRD# 175435

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gabriel Montoya · CORAL GABLES, FL
Registration
CRD #6764644 · DVDENDO, INC.
Brand Profile
Not yet started
01

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

02

Firm Overview

Firm
DVDENDO, INC.
CRD 175435 · SEC 801-107076
AUM
$970K
Regulatory assets under management
Employees
8
40,476 client accounts
Services offered by DVDENDO, INC.
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
Introduction

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03

Frequently Asked Questions

What services does Gabriel Montoya offer?
Gabriel Montoya specializes in Investment Management. Contact their office in CORAL GABLES, Florida for a consultation.
What are Gabriel Montoya's credentials?
Gabriel Montoya is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gabriel Montoya located?
Gabriel Montoya is based in CORAL GABLES, Florida, working with DVDENDO, INC.. Their office serves clients in the CORAL GABLES metropolitan area and surrounding communities.
How does Gabriel Montoya charge for services?
Gabriel Montoya's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DVDENDO, INC.?
DVDENDO, INC. has approximately 8 employees and manages $970K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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