Montage Investments, LLC is an investment adviser to an investment company based in Leawood. It manages $35.77 million of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of Kansas and Missouri.
Montage Investments provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Montage Investments, LLC is $35.77 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -61% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Montage Investments, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Gary Paul Henson has been acting as President since 1 Jan 2010. Anne Jenelle Pleviak joined the executive team most recently as the Chief Compliance Officer.
The principal office where Montage Investments, LLC performs its advisory services is located at 11300 Tomahawk Creek Parkway, Leawood, KS 66211 The mailing address of the firm is 4200 West 115 Th Street, Leawood, KS 66211. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 913-647-9700 or by fax 913-647-9725. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at montageinvestments.com.