$35.5M Total AUM
$35.5M Disc. AUM
-- 3Y CAGR
1 Employees
61 ADV. Clients
27 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-08-1999
- Office Locations
- 1
Office Locations
-- Norwell MA
About Montanari Financial Advisors Inc.
Montanari Financial Advisors, Inc. is a Norwell, MA firm partnered with Commonwealth Financial Network, providing financial planning and investment management for individuals and business owners. Focus areas include retirement and estate planning, insurance solutions, and portfolio construction using ETFs and mutual funds, with client assets custodied at Charles Schwab.
Team overview
-- AVG AGE
$35.5M AVG AUM / ADVISOR
$582.7K AVG AUM / CLIENT
27.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
27yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
M
MARY ELIZABETH MONTANARI
Owner, Relationship Manager
- CRD
- #4876073
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,547,206 | -- |
| Non-Discretionary | $0 | -- |
| Total | $35,547,206 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Other:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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