MONTIS FINANCIAL, LLC
SEC Form ADV profile.
Total regulatory AUM
$1,258,932,129
Discretionary
$1,218,004,283
Non-discretionary
$40,927,846
Firm details
- CRD number
- 163986
- SEC file number
- 801-76534
- Main office
- WALTHAM, MA, United States
- Employees
- 26
- SEC status
- Approved
- Website
- https://montisfinancial.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees Other
As of October 2026.