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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Vital zenith
- Established Date
- 05-07-2020
- Office Locations
- 1
Office Locations
About Montage Financial Advisors
Montage Financial Advisors is a retail RIA focused on simplifying clients’ financial lives through goals-based planning, retirement and tax planning, and portfolio construction for individuals, families, and business owners. Investment management centers on ETF-based portfolios with active asset allocation and risk management, complemented by fixed income (including government and municipal bonds). Primary custodian: Charles Schwab.
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Owner & Executives
DAVID ELLIOTT FAULK
Chief Compliance Officer, Founder, President
- CRD
- #5021007
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $100,129,786 | -- |
| Non-Discretionary | $0 | -- |
| Total | $100,129,786 | -- |
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Separately Managed Accounts
Total SMA Asset: $100,129,786
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $556,320,550 | 10.3% |
| U.S. Government/Agency | $626,535,765 | 11.6% |
| Public Funds | $1,631,153,458 | 30.2% |
| Municipal Bonds | $723,756,833 | 13.4% |
| Cash | $1,166,652,805 | 21.6% |
| Corporate - Investment Grade | $696,750,981 | 12.9% |
| Total | $5,401,170,392 | 100.0% |