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Building 2MONTIS FINANCIAL, LLC

Map pinWALTHAM, MA
Phone781-541-5057
NotebookSEC #801-76534
Total AUM
$1.3B
Employees
26
Clients
581

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
230 THIRD AVENUE
FLOOR 5
WALTHAM
MA 02451
United States
Operating Hours
8:30 AM - 5:30 PM
Monday - Friday
Phone
781-541-5057
Other Offices
6

ReceiptFinancials

Total AUM
$1.3B
Accounts
1,976
Discretionary
$1.2B
Accounts
1,943
Non-Discretionary
$40.9M
Accounts
33

ContactClients

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Individual Clients
277
AUM
$108.9M
HNW Individual Clients
303
AUM
$1.1B
Corporation or Business Clients
1
AUM
$3.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
RETAINERS

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTDCFLIDLAMAMDMENCNHNYPASCTXVAVT

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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