Montis Financial, LLC

Montis Financial, LLC (CRD# 163986) is a financial advisory firm headquartered in Waltham, MA. They manage $638,765,621 in 1,035 accounts and serve the financial needs of clients across 17 states (or territories).

Current Firm Details
230 Third Avenue, Waltham, MA 02451
http://www.montisfinancial.com
By the Numbers
  • Total Assets Under Management
    639
    MILLION
  • Total Number of Accounts
    1,035
    ACCOUNTS
  • Average Account Value
    $617,165
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, CA, CT, DC, FL, ID, MA, ME, NC, NH, NY, OR, PA, SC, TX, VA, VT

Financial Advisors at Montis Financial, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Timothy Brown, financial advisor Boise ID
Timothy R. Brown
CRD#: 1404594
Boise, ID

Timothy Brown (CRD# 1404594) is an Investment Advisor Representative working at Montis Financial, LLC in Boise, ID and has over 25 years of experience in the finance industry.

2
Christiane Delessert, financial advisor Waltham MA
Christiane S. Delessert
CRD#: 725508
230 Third Avenue, Waltham, MA 02451

Christiane Delessert (CRD# 725508) is an Investment Advisor Representative working at Montis Financial, LLC in Waltham, MA and has over 42 years of experience in the finance industry.

3
Randall Schaible, financial advisor Waltham MA
Randall K. Schaible
CRD#: 6710293
230 Third Avenue, Waltham, MA 02451

Randall Schaible (CRD# 6710293) is an Investment Advisor Representative working at Montis Financial, LLC in Waltham, MA and has over 7 years of experience in the finance industry.

4
Joseph Bragdon, financial advisor Woodstock VT
Joseph Bragdon
CRD#: 7820520
Woodstock, VT

Joseph Bragdon (CRD# 7820520) is an Investment Advisor Representative working at Montis Financial, LLC in Woodstock, VT and has 1 year of experience in the finance industry.

5
Brian Burke, financial advisor Waltham MA
Brian W. Burke
CRD#: 2973367
230 Third Avenue, Waltham, MA 02451

Brian Burke (CRD# 2973367) is an Investment Advisor Representative working at Montis Financial, LLC in Waltham, MA and has over 26 years of experience in the finance industry.

6
Dennis Follmer, financial advisor Waltham MA
Dennis E. Follmer
CRD#: 2256077
230 Third Avenue, Waltham, MA 02451

Dennis Follmer (CRD# 2256077) is an Investment Advisor Representative working at Montis Financial, LLC in Waltham, MA and has over 31 years of experience in the finance industry.

7
Jessica Scola, financial advisor Waltham MA
Jessica Scola
CRD#: 7807021
230 Third Avenue, Waltham, MA 02451

Jessica Scola (CRD# 7807021) is an Investment Advisor Representative working at Montis Financial, LLC in Waltham, MA and has 1 year of experience in the finance industry.

8
John Yanchek, financial advisor Waltham MA
John M. Yanchek
CRD#: 5937158
230 Third Avenue, Waltham, MA 02451

John Yanchek (CRD# 5937158) is an Investment Advisor Representative working at Montis Financial, LLC in Waltham, MA and has over 8 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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