RIA Intel›Advisers›Utah›MONTAGE FINANCIAL ADVISORS INC.

MONTAGE FINANCIAL ADVISORS INC.

Advisory

UT

Data as of Jan 20, 2026 · Source: SEC Form ADV

Rank in UT

#182

of 249 advisers by AUM

Average account

$878K

across 114 accounts

AUM per adviser

$100M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 20, 2026.

Total AUM

$100M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$100M

Discretionary AUM$100M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients36

Team

Total Employees3

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA, TX, UT

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

36 clients

29 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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AG FINANCIAL, LLC

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S20 CAPITAL, LLC

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