Montis Financial, LLC

RIASEC Registered

Total AUM

$1.3B

Discretionary

$1.2B

97% of AUM

Avg account

$637K

Accounts

1,976

Employees

Advisory reps

Firm details

Headquarters: Waltham, Massachusetts
CRD number: 163986
Registered since: April 27, 2012
Website: montisfinancial.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI91.08%
Individuals8.65%
Corporations / Businesses0.27%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Montis Financial, LLC is an independent registered investment adviser organized as an LLC. The firm is SEC-registered (registration year 2012) and positions itself as a capital allocator for individual and family clients while also providing services to small businesses and institutional clients. Core service offerings include comprehensive financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Montis uses a mix of fee arrangements — percentage of AUM, hourly, fixed fees and other fee structures — and identifies itself as an active ESG investor, incorporating environmental, social and governance considerations into its investment process. The firm also allocates capital to third‑party managers and alternative strategies.