Montlake Financial Services, LLC
Montlake Financial Services, LLC (CRD# 173147) is a financial advisory firm headquartered in , . They manage $79,815,979 in 87 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Montlake Financial Services, LLC
By the Numbers
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Total Assets Under Management80MILLION
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Total Number of Accounts87ACCOUNTS
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Average Account Value$917,425
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, TX
Financial Advisors at Montlake Financial Services, LLC
1
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.
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