Montage Asset Management, LLC (Leawood)

Montage Asset Management, LLC is a pension cosultant based in Leawood. It manages $92.18 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Kansas and Missouri.

Montage Asset Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. 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 Asset Management: assets under management

The assets under management (AUM) of Montage Asset Management, LLC is $92.18 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $92.18 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $23.05 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Montage Asset Management, LLC for their services and products based on a percentage of assets under management and fixed fees. 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 Asset Management, LLC

Gary Paul Henson has served as the Chief Investment Officer since 1 Jan 2010 and Martin Christopher Bicknell is the Chief Executive Officer of Montage Asset Management, LLC family office. Braden Martin Perry 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	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

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
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 Asset Management, LLC performs its advisory services is located at 4200 W. 115 Th Street, Leawood, KS 66211, 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 913-647-9700 or by fax 913-647-9725. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday.