Montis Financial LLC

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CAFR Data
Montis Financial LLC
CRD #163986
SEC #801-76534
CIK #
AUM $613.4 MM (98% Disc, 100% US, 2020-03-18)
Employees8 (62% Investors, 0% Brokers)
Phone781-541-5057
Address230 Third Avenue
Waltham, MA 02451
Source [IAPD] [Website]
Total AUM ($MM)
61549236924612302010201320172021
Comparable Firms State AUM ($BB)
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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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