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MONTIS FINANCIAL, LLC

CRD 163986 · SEC 801-76534

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230 THIRD AVENUE, FLOOR 5, WALTHAM, MA, 02451, United States

Phone

781-541-5057

Fax

781-547-5596

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.26B

Discretionary AUM

$1.22B

Team

26 total employees; 16 advisory reps

Clients

More than 500

Fees

Percentage of AUM; Hourly charges; Fixed fees; RETAINERS

Org form

Limited Liability Company

Filing date

2026-03-18

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting

Client types

TypeClientsAUM
Individuals277$108.9M
High net worth individuals303$1.15B

States served

VT, CA, CO, DC, ID, LA, ME, MD, MA, NY, NC, PA, SC, VA, TX, NH, CT, FL

All web addresses on file

Official SEC filing: View on IAPD