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
http://www.montlakefinancial.com
By the Numbers
  • Total Assets Under Management
    80
    MILLION
  • Total Number of Accounts
    87
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

AZ, TX

Financial Advisors at Montlake Financial Services, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jon Munson, financial advisor Scottsdale AZ
Jon A. Munson
CRD#: 6396313
Scottsdale, AZ

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.

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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