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Building 2MONTIS & EXLEY ASSET MANAGEMENT, LLC

Map pinSAVANNAH, GA
Phone912-354-8000
NotebookSEC #801-54116
Total AUM
$30.4M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
315 COMMERCIAL DRIVE,SUITE B-4
SAVANNAH
GA 31406
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
912-354-8000

ReceiptFinancials

Total AUM
$30.4M
Accounts
165
Discretionary
$30.4M
Accounts
165
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
GA

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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