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MONTIBUS CAPITAL MANAGEMENT LLC.
MONTIBUS CAPITAL MANAGEMENT LLC.
PORTLAND, Oregon
·
6 registered advisors
·
CRD# 143308
SEC# 801-67620
(503)944-3240
01
Firm Overview
AUM
$1.0B
Regulatory assets under management
Employees
17
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
04
Advisors at MONTIBUS CAPITAL MANAGEMENT LLC.
6 registered advisors
Jeffrey A Yamin
PORTLAND, Oregon
CRD# 3095753
John Michael Kosicki
PORTLAND, Oregon
CRD# 2395200
Kenneth Andrew Korngiebel
PORTLAND, Oregon
CRD# 2787476
Paul Christian Slivon
PORTLAND, Oregon
CRD# 1148548
Shaugn Stephen Stanley
PORTLAND, Oregon
CRD# 1693277
Theodore Raymond Wendell
PORTLAND, Oregon
CRD# 4242682
05
Office Locations
PORTLAND, Oregon
6 advisors
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Data sourced from SEC Form ADV filings. MONTIBUS CAPITAL MANAGEMENT LLC. (CRD# 143308) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.