Montis Financial, LLC
Montis Financial, LLC (CRD# 163986) is a financial advisory firm headquartered in Waltham, MA. They manage $638,765,621 in 1,035 accounts and serve the financial needs of clients across 17 states (or territories).
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Total Assets Under Management639MILLION
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Total Number of Accounts1,035ACCOUNTS
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Average Account Value$617,165
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, CA, CT, DC, FL, ID, MA, ME, NC, NH, NY, OR, PA, SC, TX, VA, VT
Timothy Brown (CRD# 1404594) is an Investment Advisor Representative working at Montis Financial, LLC in Waltham, MA and has over 25 years of experience in the finance industry.
Christiane Delessert (CRD# 725508) is an Investment Advisor Representative working at Montis Financial, LLC in Waltham, MA and has over 42 years of experience in the finance industry.
Randall Schaible (CRD# 6710293) is an Investment Advisor Representative working at Montis Financial, LLC in Waltham, MA and has over 7 years of experience in the finance industry.
Joseph Bragdon (CRD# 7820520) is an Investment Advisor Representative working at Montis Financial, LLC in Woodstock, VT and has 1 year of experience in the finance industry.
Brian Burke (CRD# 2973367) is an Investment Advisor Representative working at Montis Financial, LLC in Waltham, MA and has over 26 years of experience in the finance industry.
Dennis Follmer (CRD# 2256077) is an Investment Advisor Representative working at Montis Financial, LLC in Waltham, MA and has over 31 years of experience in the finance industry.
Jessica Scola (CRD# 7807021) is an Investment Advisor Representative working at Montis Financial, LLC in Waltham, MA and has 1 year of experience in the finance industry.
John Yanchek (CRD# 5937158) is an Investment Advisor Representative working at Montis Financial, LLC in Waltham, MA and has over 8 years of experience in the finance industry.