Montis Financial LLC
Legal Name: MONTIS FINANCIAL, LLC
230 THIRD AVENUE, THIRD FLOOR, WALTHAM, MA
781-541-5057
http://www.montisfinancial.com
Frequently Asked Questions (FAQ)
Full Contact Details
Montis Financial LLC
230 THIRD AVENUE, THIRD FLOOR, WALTHAM, MA
781-541-5057
781-547-5596
Other Info
Montis Financial LLC, legally known as MONTIS FINANCIAL, LLC, is a limited liability company based in Delaware with 8 employees. Five of these employees hold advisory roles, however, the number of clients served by the firm remains unknown. Montis Financial's SEC status is currently approved, with a registration date of April 27, 2012.
Boston, MA | Comprehensive Financial Planning and Wealth Management — Montis Financial, LLC
At Montis Financial, LLC, our goal is to help our clients organize, grow and protect their assets.
Direct Owners
-
CHRISTIANE SHIELDS DELESSERT
CHAIRMAN owns less than 5%
-
CHRISTOPHER JON DALTO
MEMBER, PRESIDENT owns 75% or more
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JONATHAN M ULLMAN
VICE PRESIDENT & CHIEF COMPLIANCE OFFICER owns less than 5%
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