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MONTERRA ADVISORS, LLC
CRD 338054
5301 CONROY RD, SUITE 140, ORLANDO, FL, 32811, United States
Phone
305-203-3617
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$3.7M
Discretionary AUM
$706K
Team
1 total employees; 1 advisory reps; 4 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-06-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1 | $222K |
| High net worth individuals | 3 | $3.5M |
All web addresses on file
Official SEC filing: View on IAPD