Montminy Securities, LLC
Firm details
- Headquarters
- Santa Monica, California
- CRD number
- 158368
- Registered since
- April 18, 2012
- Website
- www.montminyco.com
Firm profile
FINTRXOverview
Montminy Securities, LLC is organized as a limited liability company and is classified as an investment bank. The firm has been SEC-registered since 2012 and is individually owned. In regulatory disclosures it is characterized as not functioning as a capital allocator. The firm does not identify itself as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser.
Assets & Accounts
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
Owners & executives
3 of 3
Leslie Allan
Managing Director, Chief Operating OfficerCRD 1319617
Joel Montminy
President, CEOCRD 4216976
Adnan Iqbal
Managing Director, Chief Operating OfficerCRD 5965575
Contacts
3 of 9
Robert Chambers
Managing DirectorCRD 6227397
Kenneth George
FinOpCRD 2643369
Joseph Bratter
Senior AdvisorCRD 2899397
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Santa Monica, CA
Los Angeles
Location
Santa Monica, CA
Headquartered in Santa Monica, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 201 Santa Monica Blvd
- Time zone
- PT (UTC-8)
- Office locations
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