M
CRD: 321076
Monthie Wealth Advisors
Latham, NY, 12110
5187863534
$71.1M Total AUM
$71.1M Disc. AUM
-- 3Y CAGR
2 Employees
230 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-23-2022
- Office Locations
- 1
Office Locations
623 NEW Loudon Road Latham NY
About Monthie Wealth Advisors
Monthie Wealth Advisors is a Latham-based RIA. The firm has been operating for 3 years. Managing $71.1M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Financial Planning, Insurance.
Team overview
-- AVG AGE
$35.6M AVG AUM / ADVISOR
$309.1K AVG AUM / CLIENT
3.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
3yrs Firm Age
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Asset Classes
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Investment Themes
Vertex frontier Foundation
Investment Vehicles
Element
Services
Value Foundation Vector ridge Capital focus Timber Fusion
Owner & Executives
S
STEPHEN PAUL MONTHIE
MANAGING DIRECTOR
- CRD
- #7518764
- Ownership
- 75% or more
(568) 680-6269
foundation.horizon@capitalcapital.com
in linkedin.com/in/horizon-horizon
P
PHILLIP JOSEPH MONTHIE
Chief Compliance Officer
- CRD
- #6361297
- Ownership
- Less than 5%
(205) 576-3444
horizon.bridge@foundationcapital.com
in linkedin.com/in/bridge-timber
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $71,102,624 | $249,483 |
| Non-Discretionary | $0 | -- |
| Total | $71,102,624 | $249,483 |
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Separately Managed Accounts
Total SMA Asset: $71,102,624
Equity - Exchange:
23.6% Cash:
20.0% Equity - OTC:
23.2% U.S. Government/Agency:
33.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,862,665,248 | 23.6% |
| Cash | $1,578,529,871 | 20.0% |
| Equity - OTC | $1,831,094,651 | 23.2% |
| U.S. Government/Agency | $2,620,359,586 | 33.2% |
| Total | $7,892,649,356 | 100.0% |