Montis Financial, LLC
● SEC registered since 2012CRD 163986SEC# 801-76534Waltham, MA
Reg. AUM
$1.26B
Employees
26
Accounts
1,976
Location
Waltham, MA
Montis Financial, LLC assets under management
Montis Financial, LLC operates as an SEC-registered investment adviser based in Waltham, MA. The firm has been registered since 2012. It reports $1.3 billion in regulatory assets under management and employs 26 people.
Montis Financial, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adrian Nmn Ketri Control | Chief Compliance Officer | Under 5% | 2025 |
| Dennis Eugene Follmer Control | Chief Investment Officer | Under 5% | 2022 |
| John Michael Yanchek Control | Chief Executive Officer | Under 5% | 2021 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Montis Financial, LLC manage?
Montis Financial, LLC reports $1.3 billion in regulatory assets under management on its Form ADV.
How many employees does Montis Financial, LLC have?
Montis Financial, LLC reports 26 employees.
Where is Montis Financial, LLC located?
Montis Financial, LLC is based in Waltham, MA and has been SEC-registered since 2012.
Does Montis Financial, LLC disclose fund performance?
Montis Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$1.26B▲ 24%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 29%
Larger than 71% of 16,271 advisers
EmployeesTop 20%
More than 80% of 16,825 advisers
Assets under management
$1.26Bregulatory AUM
Discretionary $1.22BNon-discretionary $40.9M