Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > massachusetts > waltham > MONTIS FINANCIAL, LLC
MONTIS FINANCIAL, LLC
230 Third Avenue
Waltham, Massachusetts 02451
Tel: 781-541-5057
About MONTIS FINANCIAL, LLC
MONTIS FINANCIAL, LLC, formally registered with the SEC as MONTIS FINANCIAL, LLC. The firm was established in 04/27/2012. They have over 1 offices throughout the country.
MONTIS FINANCIAL, LLC is a Waltham, Massachusetts based Financial Planning firm with nearly $638,765,621 assets under management, offering retirement planning & investment advisory services to 1035 clients. The firm is staffed with 15 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 163986 |
| SEC# | 801-76534 |
| Assets Managed by Firm | $638,765,621 |
| No. of Clients | 1035 |
| No. of Advisors | 15 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Other (RETAINERS)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1035 | $638,765,621 |
| Individuals (other than high net worth individuals) | 120 | $61,507,471 |
| High net worth individuals | 127 | $576,977,262 |
| Corporations or other businesses | Fewer than 5 clients | $280,888 |
More Retirement Planning firms in Waltham, Massachusetts:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
Explore More Retirement Advisors in Waltham, Massachusetts