Montanari Financial Advisors Inc.
RIAState Registered
Total AUM
$35.5M
Discretionary
$35.5M
100% of AUM
Avg account
$312K
Accounts
114
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 133075
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Montanari Financial Advisors Inc. is an independent, corporation-structured registered investment adviser primarily serving individuals and families. The firm is owned by an individual and focuses on financial planning and discretionary portfolio management for individual clients and small businesses. Its fee arrangements include a percentage-of-assets model as well as hourly and fixed-fee engagements. The firm is not identified as a capital allocator and is not labeled an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other47%
- Exchange Traded Equities36%
- Cash & Cash Equivalents17%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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