$3.7M Total AUM
$706.0K Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
0 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Citibank
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-26-2025
- Office Locations
- 1
Office Locations
5301 Conroy RD Suite 140 Orlando FL
About Monterra Advisors, LLC
Monterra Advisors, LLC is a Orlando-based RIA. The firm has been operating for 0 years. Managing $3.7M in total assets under management, with 1 advisory representatives. They custody assets with Citibank.
Team overview
-- AVG AGE
$3.7M AVG AUM / ADVISOR
$466.5K AVG AUM / CLIENT
0.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
0yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Services
Available
Owner & Executives
M
Milan Pualic
Chief Compliance Officer, Managing Member
- CRD
- #8140858
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $706,000 | -- |
| Non-Discretionary | $3,026,000 | -- |
| Total | $3,732,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Private Funds:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
Continue browsing