| Name | Title | Ownership | Since |
|---|---|---|---|
| Dennis Eugene Follmer Control | Chief Investment Officer | Under 5% | 2022 |
| John Michael Yanchek Control | Chief Executive Officer And Chief Compliance Officer | Under 5% | 2021 |
| Judy To Weeden Control | Chief Operating Officer | Under 5% | 2024 |
Montis Financial, LLC reports $1 billion in regulatory assets under management on its Form ADV.
Montis Financial, LLC reports 26 employees.
Montis Financial, LLC is based in Waltham, MA and has been SEC-registered since 2012.
Montis Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 230 Third Avenue, Floor 5, Waltham, MA 02451 |
| Phone | 781-541-5057 |
| Fax | 781-547-5596 |
| Office hours | 8:30 a.m. - 5:30 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1844314 |
| Discloses disciplinary history | No |
| Discretionary | $971.6M |
| Non-discretionary | $40.9M |
| Total (RAUM) | $1.01B |