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MONTANTI ADVISORY SERVICES, LLC

EIN 65-0487701-financial services-Latest filing 2025
Plans
1
Retirement
1
$2.2M assets
Welfare
0
Participants
4
2424 N. FEDERAL HIGHWAY, SUITE 311 - BOCA RATON, FL 33431561-620-9260montanti.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#002401k-$2.2M - 4 part

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Retirement#002

MONTANTI ADVISORY SERVICES, LLC PROFIT SHARING PLAN

401k

Assets$2.2M
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002MONTANTI ADVISORY SERVICES, LLC PROFIT SHARING PLAN401k$2.2M42025
Retirement plans
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