Montis Financial LLC


Assets, Funds, Holdings

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Montis Financial LLC
CRD #163986
SEC #801-76534
AUM $613.4 MM (98% Disc, 100% US, 2020-03-18)
Employees8 (62% Investors, 0% Brokers)
Address230 Third Avenue
Waltham, MA 02451
Source [IAPD] [Website]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
Bouchey Financial Group Ltd
NY 0.6
Viridian RIA LLC
WA 0.6
Wilkins Investment Counsel Inc
MA 0.6
Cohen Capital Management Inc
CA 0.6
Cruden Bay Investment Management LLC
CA 0.6
JB Investment Management LLC
WI 0.6
Riverview Research LLC
OH 0.6
Gilbert & Cook Inc
IA 0.6
Meridian Management Co
AR 0.6
Summit Asset Management LLC
TN 0.6
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