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Phillip Joseph Monthie

EXCLUSIVE RESOURCE MANAGEMENT LLC·LATHAM, New York
Unclaimed Profile
623 NEW LOUDON ROAD, LATHAM, NY 12110CRD# 6361297Firm CRD# 321076
01

About

Phillip Joseph Monthie is a registered financial advisor based in LATHAM, New York, affiliated with EXCLUSIVE RESOURCE MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
EXCLUSIVE RESOURCE MANAGEMENT LLC
MONTHIE WEALTH ADVISORS
AUM
$29M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at EXCLUSIVE RESOURCE MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6361297
Firm CRD# 321076
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Phillip Joseph Monthie offer?
Phillip Joseph Monthie specializes in Financial Planning, Investment Management. Contact their office in LATHAM, New York for a consultation.
What are Phillip Joseph Monthie's credentials?
Phillip Joseph Monthie is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Phillip Joseph Monthie located?
Phillip Joseph Monthie is based in LATHAM, New York, working with EXCLUSIVE RESOURCE MANAGEMENT LLC. Their office serves clients in the LATHAM metropolitan area and surrounding communities.
How does Phillip Joseph Monthie charge for services?
Phillip Joseph Monthie's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EXCLUSIVE RESOURCE MANAGEMENT LLC?
EXCLUSIVE RESOURCE MANAGEMENT LLC has approximately 2 employees and manages $29M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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