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Chief Investment Officer · Montis Financial, LLC

Dennis E. Follmer

CRD 2256077 · Named on Form ADV at one SEC-registered adviser

At a glance

Montis Financial, LLC, an SEC-registered wealth manager based in Waltham, MA with $1.3 billion in regulatory assets, lists Dennis E. Follmer on its Form ADV as Chief Investment Officer, a control person.

Firms and roles

AtlasMembers

Dennis’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Dennis’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.