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

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