EXCLUSIVE RESOURCE MANAGEMENT LLC
Doing business as MONTHIE WEALTH ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$71,102,624
Discretionary
$71,102,624
Non-discretionary
$0
Firm details
- CRD number
- 321076
- SEC file number
- 801-130618
- Main office
- LATHAM, NY, United States
- Employees
- 2
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.