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Montis Holdco, LLC

Parent CompanyMontis Financial, LLC

About Montis Holdco, LLC

Montis Holdco, LLC is listed as Parent Company at Montis Financial, LLC in Waltham, MA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Montis Financial, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Montis Holdco, LLC work?

Montis Holdco, LLC is listed as Parent Company at Montis Financial, LLC on SEC Form ADV.

How much of Montis Financial, LLC does Montis Holdco, LLC own?

Form ADV reports a beneficial ownership band of Over 75%.

Montis Financial, LLC

TitleParent Company
OwnershipOver 75%
Control personYes
Since2021