EXCLUSIVE RESOURCE MANAGEMENT LLC

MONTHIE WEALTH ADVISORS
LATHAM, New York·2 registered advisors·CRD# 321076
SEC# 801-1306180518-786-3534
01

Firm Overview

AUM
$29M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at EXCLUSIVE RESOURCE MANAGEMENT LLC

2 registered advisors
Phillip Joseph Monthie
LATHAM, New York
Stephen Paul Monthie
LATHAM, New York
05

Office Locations

LATHAM, New York
2 advisors

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Data sourced from SEC Form ADV filings. EXCLUSIVE RESOURCE MANAGEMENT LLC (CRD# 321076) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.