Montage Financial Advisors
Montage Financial Advisors (CRD# 308954) is a financial advisory firm headquartered in , . They manage $55,080,808 in 95 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Montage Financial Advisors
By the Numbers
-
Total Assets Under Management55MILLION
-
Total Number of Accounts95ACCOUNTS
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Average Account Value$579,798
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Montage Financial Advisors
1
David Faulk (CRD# 5021007) is an Investment Advisor Representative working at Montage Financial Advisors in Morgan Hill, CA and has over 18 years of experience in the finance industry.
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