Montlake Financial Services, LLC
Montlake Financial Services, LLC (CRD# 173147) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $41,668,317 in 15 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management42MILLION
Total Number of Accounts15ACCOUNTS
Average Account Value$2,777,888
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jon Munson (CRD# 6396313) is an Investment Advisor Representative working at Montlake Financial Services, LLC in Scottsdale, AZ and has 1 year of experience in the finance industry.