MONTIS FINANCIAL, LLC
CRD #163986 SEC #801-76534 WALTHAM, MA 781-541-5057
SEC Registered
Total AUM
$1B
Discretionary
$971.6M
Employees
26
Clients
--
Accounts
1,937
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $1B | $971.6M | $40.9M | 26 | 0 |
| Sep 2025 | $1B | $971.6M | $40.9M | 26 | 0 |
| Sep 2025 | $1B | $971.6M | $40.9M | 26 | 0 |
| Jun 2025 | $1B | $971.6M | $40.9M | 26 | 0 |
| May 2025 | $1B | $971.6M | $40.9M | 26 | 0 |
| Apr 2025 | $1B | $971.6M | $40.9M | 26 | 0 |
| Mar 2025 | $1B | $971.6M | $40.9M | 26 | 0 |
| Oct 2024 | $638.8M | $621.6M | $17.2M | 15 | 0 |
| Sep 2024 | $638.8M | $621.6M | $17.2M | 15 | 0 |
| Jul 2024 | $638.8M | $621.6M | $17.2M | 15 | 0 |
| May 2024 | $638.8M | $621.6M | $17.2M | 15 | 0 |
| Apr 2024 | $638.8M | $621.6M | $17.2M | 15 | 0 |
| Mar 2024 | $638.8M | $621.6M | $17.2M | 15 | 0 |
| Dec 2023 | $621M | $619.3M | $1.7M | 13 | 0 |
| Oct 2023 | $621M | $619.3M | $1.7M | 13 | 0 |
| Jul 2023 | $621M | $619.3M | $1.7M | 13 | 0 |
| Jun 2023 | $621M | $619.3M | $1.7M | 13 | 0 |
| Mar 2023 | $621M | $619.3M | $1.7M | 13 | 0 |
| Jan 2023 | $748.2M | $746.1M | $2.1M | 11 | 0 |
| Oct 2022 | $748.2M | $746.1M | $2.1M | 11 | 0 |
| Oct 2022 | $748.2M | $746.1M | $2.1M | 11 | 0 |
| May 2022 | $748.2M | $746.1M | $2.1M | 11 | 0 |
| Mar 2022 | $748.2M | $746.1M | $2.1M | 11 | 0 |
| Jan 2022 | $661.4M | $647.4M | $14M | 9 | 2 |
| May 2021 | $661.4M | $647.4M | $14M | 9 | 2 |
| Mar 2021 | $661.4M | $647.4M | $14M | 9 | 2 |
| Jun 2020 | $613.4M | $600.2M | $13.2M | 8 | 0 |
| Mar 2020 | $613.4M | $600.2M | $13.2M | 8 | 0 |
| Jun 2019 | $511.3M | $498.7M | $12.6M | 8 | 0 |
| Mar 2019 | $511.3M | $498.7M | $12.6M | 8 | 0 |
| Jan 2019 | $529.9M | $516.7M | $13.2M | 8 | 0 |
| Oct 2018 | $529.9M | $516.7M | $13.2M | 8 | 0 |
| May 2018 | $529.9M | $516.7M | $13.2M | 8 | 0 |
| Mar 2018 | $529.9M | $516.7M | $13.2M | 8 | 0 |
| Sep 2017 | $494.9M | $494.9M | $0 | 6 | 200 |
| Jun 2017 | $494.9M | $494.9M | $0 | 6 | 200 |
| Mar 2017 | $494.9M | $461.3M | $33.6M | 6 | 200 |
| Mar 2016 | $469M | $435.4M | $33.6M | 8 | 200 |
| Mar 2015 | $470.8M | $463.8M | $7M | 7 | 200 |
| Mar 2014 | $441.8M | $437.8M | $4.1M | 7 | 200 |
| Oct 2013 | $401.2M | $401.2M | $0 | 6 | 100 |
| Sep 2013 | $401.2M | $401.2M | $0 | 6 | 100 |
| Feb 2013 | $382.7M | $382.7M | $0 | 6 | 100 |
| Oct 2012 | $345.6M | $297.2M | $48.4M | -- | 0 |
| Aug 2012 | $345.6M | $297.2M | $48.4M | -- | 0 |
DateOct 2025
Total AUM$1B
Discretionary$971.6M
Non-Disc.$40.9M
Employees26
Clients0
DateSep 2025
Total AUM$1B
Discretionary$971.6M
Non-Disc.$40.9M
Employees26
Clients0
DateSep 2025
Total AUM$1B
Discretionary$971.6M
Non-Disc.$40.9M
Employees26
Clients0
DateJun 2025
Total AUM$1B
Discretionary$971.6M
Non-Disc.$40.9M
Employees26
Clients0
DateMay 2025
Total AUM$1B
Discretionary$971.6M
Non-Disc.$40.9M
Employees26
Clients0
DateApr 2025
Total AUM$1B
Discretionary$971.6M
Non-Disc.$40.9M
Employees26
Clients0
DateMar 2025
Total AUM$1B
Discretionary$971.6M
Non-Disc.$40.9M
Employees26
Clients0
DateOct 2024
Total AUM$638.8M
Discretionary$621.6M
Non-Disc.$17.2M
Employees15
Clients0
DateSep 2024
Total AUM$638.8M
Discretionary$621.6M
Non-Disc.$17.2M
Employees15
Clients0
DateJul 2024
Total AUM$638.8M
Discretionary$621.6M
Non-Disc.$17.2M
Employees15
Clients0
DateMay 2024
Total AUM$638.8M
Discretionary$621.6M
Non-Disc.$17.2M
Employees15
Clients0
DateApr 2024
Total AUM$638.8M
Discretionary$621.6M
Non-Disc.$17.2M
Employees15
Clients0
DateMar 2024
Total AUM$638.8M
Discretionary$621.6M
Non-Disc.$17.2M
Employees15
Clients0
DateDec 2023
Total AUM$621M
Discretionary$619.3M
Non-Disc.$1.7M
Employees13
Clients0
DateOct 2023
Total AUM$621M
Discretionary$619.3M
Non-Disc.$1.7M
Employees13
Clients0
DateJul 2023
Total AUM$621M
Discretionary$619.3M
Non-Disc.$1.7M
Employees13
Clients0
DateJun 2023
Total AUM$621M
Discretionary$619.3M
Non-Disc.$1.7M
Employees13
Clients0
DateMar 2023
Total AUM$621M
Discretionary$619.3M
Non-Disc.$1.7M
Employees13
Clients0
DateJan 2023
Total AUM$748.2M
Discretionary$746.1M
Non-Disc.$2.1M
Employees11
Clients0
DateOct 2022
Total AUM$748.2M
Discretionary$746.1M
Non-Disc.$2.1M
Employees11
Clients0
DateOct 2022
Total AUM$748.2M
Discretionary$746.1M
Non-Disc.$2.1M
Employees11
Clients0
DateMay 2022
Total AUM$748.2M
Discretionary$746.1M
Non-Disc.$2.1M
Employees11
Clients0
DateMar 2022
Total AUM$748.2M
Discretionary$746.1M
Non-Disc.$2.1M
Employees11
Clients0
DateJan 2022
Total AUM$661.4M
Discretionary$647.4M
Non-Disc.$14M
Employees9
Clients2
DateMay 2021
Total AUM$661.4M
Discretionary$647.4M
Non-Disc.$14M
Employees9
Clients2
DateMar 2021
Total AUM$661.4M
Discretionary$647.4M
Non-Disc.$14M
Employees9
Clients2
DateJun 2020
Total AUM$613.4M
Discretionary$600.2M
Non-Disc.$13.2M
Employees8
Clients0
DateMar 2020
Total AUM$613.4M
Discretionary$600.2M
Non-Disc.$13.2M
Employees8
Clients0
DateJun 2019
Total AUM$511.3M
Discretionary$498.7M
Non-Disc.$12.6M
Employees8
Clients0
DateMar 2019
Total AUM$511.3M
Discretionary$498.7M
Non-Disc.$12.6M
Employees8
Clients0
DateJan 2019
Total AUM$529.9M
Discretionary$516.7M
Non-Disc.$13.2M
Employees8
Clients0
DateOct 2018
Total AUM$529.9M
Discretionary$516.7M
Non-Disc.$13.2M
Employees8
Clients0
DateMay 2018
Total AUM$529.9M
Discretionary$516.7M
Non-Disc.$13.2M
Employees8
Clients0
DateMar 2018
Total AUM$529.9M
Discretionary$516.7M
Non-Disc.$13.2M
Employees8
Clients0
DateSep 2017
Total AUM$494.9M
Discretionary$494.9M
Non-Disc.$0
Employees6
Clients200
DateJun 2017
Total AUM$494.9M
Discretionary$494.9M
Non-Disc.$0
Employees6
Clients200
DateMar 2017
Total AUM$494.9M
Discretionary$461.3M
Non-Disc.$33.6M
Employees6
Clients200
DateMar 2016
Total AUM$469M
Discretionary$435.4M
Non-Disc.$33.6M
Employees8
Clients200
DateMar 2015
Total AUM$470.8M
Discretionary$463.8M
Non-Disc.$7M
Employees7
Clients200
DateMar 2014
Total AUM$441.8M
Discretionary$437.8M
Non-Disc.$4.1M
Employees7
Clients200
DateOct 2013
Total AUM$401.2M
Discretionary$401.2M
Non-Disc.$0
Employees6
Clients100
DateSep 2013
Total AUM$401.2M
Discretionary$401.2M
Non-Disc.$0
Employees6
Clients100
DateFeb 2013
Total AUM$382.7M
Discretionary$382.7M
Non-Disc.$0
Employees6
Clients100
DateOct 2012
Total AUM$345.6M
Discretionary$297.2M
Non-Disc.$48.4M
Employees--
Clients0
DateAug 2012
Total AUM$345.6M
Discretionary$297.2M
Non-Disc.$48.4M
Employees--
Clients0