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Form MA/A Montague DeRose & Associ

May 14, 2021 6:56 AM EDT


  
    MA/A
    
      
        0001614281
        XXXXXXXX
      
      
        Kenneth McManus
        973-618-9508
      
      [email protected]
    
  
  
    Montague DeRose & Associates, LLC
    95-4529722
    
      
        866-00018-00
      
      
        
          867-00281
        
      
    
    
      
        
          2801 TOWNSGATE ROAD
          SUITE 221
          WESTLAKE VILLAGE
          CA
          91361
        
      
      805-496-2211
      805-496-8077
    
    
      
        
          Add
        
        
          
            
              2175 N. California Blvd.
              Suite 422
              Walnut Creek
              CA
              94596
            
          
          925-256-9797
          925-256-9795
        
      
      
        
          Add
        
        
          805-496-2211
        
      
      
        
          Add
        
        
          805-496-2211
        
      
      
        
          Add
        
        
          9253579154
        
      
      
        
          NewAdd
        
        
          925-256-9797
          925-256-9795
        
      
    
    N
    www.montaguederose.com
    
      
        Kimberly
        Marie
        McManus
      
      
        Chief Compliance Officer
      
      
101 Eisenhower Parkway Suite 404 Roseland NJ 07068
973-618-9500 973-618-9501 [email protected]
Douglas Snow Montague Principal
2801 Townsgate Road Suite 221 Westlake Village CA 91361
805-496-2211 805-496-8077 [email protected]
Add Montague DeRose & Associates, LLC 2175 N. California Blvd. Suite 422 Walnut Creek CA 94596 925-256-9797 925-256-9795 Bond transaction related files and records; Client related analytical assignments Add Montague DeRose & Associates, LLC 805-496-2211 client files Add Montague DeRose & Associates, LLC 805-496-2211 client files December CA 05-01-1995 N 15 14 0 0 0 60 Municipal Entities Non-profit organizations Other Non-governmental entities and Governmental entities that do not issue securities 0 0 0 Not Applicable Hourly Charges Fixed Fees Contingent Fees Not Applicable Advice Insurance Of MS Advice Investment Of Proceeds MS Advice ME Investments Advice ME Other Investments Advice Guaranteed IC Advice Use Of MD Advice On Selection Other Advice regarding internal management of debt,capital planning and debt capacity. We also assist public agencies with the strategies and analytics for their financial,legal and regulatory decisions related to infrastructure projects including roads,utilities (primarily electric,water and sewer systems),schools,seaports and airports,government office buildings,and various other projects. N 0 N N N N N N N N N N Y N N N N N N N Y Y N Y Y N N N N N N N N N N N N N N N Y N Douglas Snow Montague Principal 05-01-1995 D Y 000000000 James Rayfield Bemis Principal 01-01-2004 C Y 000000000 Frank Joseph Perdue-Rossi Principal 07-01-2008 B Y 000000000 Kimberly Marie McManus CCO 07-24-2014 NA N 000000000 Douglas Snow Montague Principal 05-01-1995 D Y 000000000 James Rayfield Bemis Principal 01-01-2004 C Y 000000000 Frank Joseph Perdue-Rossi Principal 07-01-2008 B Y 000000000 Kimberly Marie McManus CCO 07-24-2014 NA N 000000000 1 9-C1 9-C2 9-C4 9-C5 Douglas Snow Montague N 1144741 Douglas Snow Montague 1144741 3-9535 Douglas Snow Montague Douglas Snow Montague Principal 04-30-2021 N N N N N Y N Y N N Y N N N N N N N N N N


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