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).

By the Numbers
  • Total Assets Under Management
    42
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $2,777,888
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
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ

Financial Advisors at Montlake Financial Services, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jon A. Munson
CRD#: 6396313
17470 N. Pacesetter Way, Scottsdale, AZ 85255
87
Wealthminder
score

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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