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Montvest LLC (Ogden)


Montvest LLC is a mid-sized advisory firm based in Ogden. It manages $27.65 million of regulatory assets for 23 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Montana and Utah.

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Montvest provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Montvest: assets under management

The assets under management (AUM) of Montvest LLC is $27.65 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $27.65 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.2 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Montvest LLC for their services and products based on a percentage of assets under management and hourly charges. 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.

Based in Ogden

The principal office where Montvest LLC performs its advisory services is located at 5504 Holly Ct, Ogden, UT 84403 5153, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 801-479-9585. The normal business hours are 7:30am to 5pm on Monday - Friday. You can find more information about the New York firm at www.montvest.com.


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