|
⚲
|
| Montis Financial LLC
✚
|
|
|---|---|
| CRD # | 163986 |
| SEC # | 801-76534 |
| CIK # | 0001844314, 0002045905 |
| AUM | $1.3 B (2026-03-18) |
| Employees | 26 (62% Investors, 0% Brokers) |
| Phone | 781-541-5057 |
| Address | 230 Third Avenue Waltham, MA 02451 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 18.4 | ||
| SPDR Gold Trust | 6.3 | ||
| Alphabet Inc | 4.5 | ||
| Microsoft Corp | 3.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 277 | 108.9 |
| (b) Individuals (high net worth individuals) | 303 | 1,146.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 3.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,976 | 1,258.9 |
| By Discretionary | ||
| Discretionary | 1,943 | 1,218.0 |
| Non-Discretionary | 33 | 40.9 |
| Total | 1,976 | 1,258.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.0 | |
| United States Persons | 1,254.9 | |
| Total | 1,976 | 1,258.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001844314] | |
| D | [0002045905] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Financial Council LLC
✚
|
MD | 1.3 |
|
Palisade Asset Management LLC
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|
MN | 1.3 |
|
Lexaurum Advisors LLC
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|
KS | 1.3 |
|
Managed Asset Portfolios LLC
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|
MI | 1.3 |
|
Wealthshield Partners LLC
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|
NC | 1.3 |
|
Absher Wealth Management LLC
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|
NC | 1.3 |
|
Heritage Capital Advisors LLC
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|
1.3 | |
|
One Wealth Advisors LLC
✚
|
CA | 1.3 |
|
Fishman Jay A Ltd
✚
|
MI | 1.3 |
|
O'Hagan Group Inc
✚
|
PA | 1.2 |