Best Investors
Account
Sign in
Best Investors
Account
Sign in
Montis Financial, LLC CRD 163986
$1.26B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
230 Third Avenue Floor 5, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2023-12-14 |
| TX | RA | APPROVED | 2023-12-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 360 Family Office | Boise | ID | 01/2022 | 12/2023 |
| 360 Wealth Resources | Boise | ID | 06/2012 | 01/2022 |
| Montis Financial, Llc | Boise | ID | 12/2023 | Present |
Licensed Insurance Agent
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-12-20 |
| S65 | Uniform Investment Adviser Law Examination | 1998-06-17 |
Reach out to this advisor