Montanari Financial Advisors Inc.

Montanari Financial Advisors Inc. (CRD# 133075) is a financial advisory firm headquartered in Norwell, MA. They manage $35,848,269 in 126 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    126
    ACCOUNTS
  • Average Account Value
    $284,510
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Montanari Financial Advisors Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Mary E. Montanari
CRD#: 4876073
Norwell, MA

Mary Montanari (CRD# 4876073) is an Investment Advisor Representative working at Montanari Financial Advisors Inc. in Norwell, MA and has 1 year of experience in the finance industry.

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