Montage Investments, LLC (Leawood)

Name: Montage Investments, LLC
Address: 11300 Tomahawk Creek Parkway, Leawood, KS, 66211
Telephone: 913-647-9700

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.

Montage Investments: assets under management

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 firm manages $35.77 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.98 million each.

Montage Investments has custody of $4.51 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

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.

Careers at Montage Investments, LLC

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Gary Paul Henson	President/chief investment officer	1 Jan 2010	Other	2130871
Martin Christopher Bicknell	Chief executive officer	1 Jan 2010	Other	2007121
Llc Mariner Holdings	Managing member	1 Jan 2010	75% - 100%	26-2766689
Braden Martin Perry	Chief compliance officer	1 Apr 2010	Other	5782256
Cheryl Renee Vohland	Chief strategy officer	1 Aug 2011	Other	4906804
Anne Jenelle Pleviak	Chief compliance officer	1 Jan 2014	Other	5736231
Anne Jenelle Dorian	Chief compliance officer	1 Jan 2014	Other	5736231

Indirect Owners

The SEC currently registers 6 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Martin Christopher Bicknell	Elected manager	1 Jul 2007	Other	2007121
Llc Bicknell Family Holding Company	Member	1 Apr 2008	75% - 100%	26-0534255
Bicknell Family Management Company Trust	Managing member	1 Jun 2009	75% - 100%	20-7480290
Martin Christopher Bicknell	Trustee	1 Jun 2009	Other	2007121
William Allen Freeman	Trustee	1 Jun 2009	Other	5682255
Llc Bicknell Family Holding Company	Managing member	1 Jan 2010	75% - 100%	26-0534255

Based in Leawood

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.