MONTAGE FINANCIAL ADVISORS

MONTAGE FINANCIAL ADVISORS is an SEC-registered investment adviser (CRD 308954). Regulatory assets under management: $100.1M.

Registration

• CRD: 308954
• Type: Registered investment adviser
• Phone: 408-778-8571
• Latest filing: 2026-01-20
• Regulatory AUM: $100.1M
• Discretionary AUM: $100.1M
• Clients: 3
• Accounts: 114

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 308954 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search