Dennis Eugene Follmer

Employer firm

Montis Financial, LLC CRD 163986

$1.26B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2022 → Present
  Montis Financial, Llc
  Waltham, MA
• 03/2019 → 03/2022
  55Ip
  Boston, MA
• 03/2017 → 08/2017
  Tetrem Capital Management
  Boston, MA
• 12/2015 → 03/2017
  Unemployed
  Sudbury, MA
• 08/2017 → 03/2019
  Unemployed
  Sudbury, MA
• 03/2022 → 10/2022
  Unemployed
  Sudbury, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-03-27
• S63 Uniform Securities Agent State Law Examination
  1992-11-03