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 registered with the SEC (registration established in 2012). The firm is privately owned by an individual and is classified as an investment bank rather than as a capital allocator or a multi-state advisory practice. Available records indicate Montminy Securities does not identify as an active ESG investor, is not a pension consultant, and does not report having related adviser relationships.
Assets & Accounts
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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