Montlake Capital Management, LLC
RIAState Registered
Total AUM
$2.1M
Discretionary
$2M
98% of AUM
Avg account
$416K
Accounts
5
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 292299
- Website
- montlakellc.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Montlake Capital Management, LLC is a Texas-registered limited liability company owned by an individual that provides portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and identifies equities as its primary preference. Montlake does not operate as a capital allocator; instead, its filings indicate it accesses external managers and pooled vehicles for certain strategies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities67%
- US Government Bonds25%
- Cash & Cash Equivalents8%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations