Montis Financial, Llc, MA — Investment Adviser | BuildTrust

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MONTIS FINANCIAL, LLC

Investment AdviceWALTHAM, MA

Assets Under Management

$1B

Total AUM

Donut chart: Discretionary 971.6M, Non-Discretionary 40.9M
Category	Value
Discretionary	971.6M
Non-Discretionary	40.9M

Adviser Information

Field	Value
CRD Number	163986
SEC Number	801-76534
Street Address	230 THIRD AVENUE
Street Address 2	FLOOR 5
Location	WALTHAM, MA 02451
Country	United States
Phone	781-541-5057
Fax	781-547-5596
Total Employees	26

Client Count by Type (541 Total)

Horizontal bar chart: High Net Worth Individual… 286, Individuals (other than H… 255
Category	Value
High Net Worth Individual…	286
Individuals (other than H…	255