Home
›
Firms
›
MONTIS FINANCIAL, LLC
MONTIS FINANCIAL, LLC
WALTHAM, Massachusetts
·
6 registered advisors
·
CRD# 163986
SEC# 801-76534
0
781-541-5057
01
Firm Overview
AUM
$639M
Regulatory assets under management
Employees
15
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Other: RETAINERS
03
Specialties
Financial Planning
Investment Management
04
Advisors at MONTIS FINANCIAL, LLC
6 registered advisors
Christiane Shields Delessert
WALTHAM, Massachusetts
CRD# 725508
Christopher Jon Dalto
WALTHAM, Massachusetts
CRD# 3184220
Dennis Eugene Follmer
WALTHAM, Massachusetts
CRD# 2256077
John Michael Yanchek
WALTHAM, Massachusetts
CRD# 5937158
Jonathan M Ullman
WALTHAM, Massachusetts
CRD# 5907611
Tucker Patrick Donahoe
WALTHAM, Massachusetts
CRD# 6096119
05
Office Locations
WALTHAM, Massachusetts
6 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. MONTIS FINANCIAL, LLC (CRD# 163986) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.