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MONTIS FINANCIAL, LLC

Tel: 781-541-5057
230 Third Avenue
Waltham, Massachusetts  02451

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MONTIS FINANCIAL, LLC

MONTIS FINANCIAL, LLC is a Waltham, Massachusetts based financial advisory firm with nearly $638,765,621 in assets under management and provides investment advisory services for 1035 clients. There are currently 15 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Other (RETAINER

Firm CRD#:

163986

SEC#:

801-76534

No. of Clients:

1035

Assets under Management

$638,765,621

No. of Advisors:

15

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