Montage Tax

Finance · Utah, United States · 1-10 Employees

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Overview

Headquarters

2872 N 3480 W, Lehi, Utah, 84048, United...

Phone Number

(408) 404-0009

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About Montage Tax

Montage Financial Advisors, Inc. (MFA) specializes in providing comprehensive financial planning and investment management services to individuals and families. Their mission is to simplify clients' financial lives, allowing them to focus on living fully while achieving their personal goals. MFA emphasizes long-term relationships built on open communication and understanding clients' unique situations and risk tolerances. The firm serves a diverse clientele, offering tailored solutions in areas such as retirement, estate planning, insurance, and tax management.Explore more
Montage Tax's Social MediaPopular SearchesMontage TaxMontage Financial Advisorsmontageadvisors.comMontage Financial Advisors IncMontage Tax PCSIC Code 62,628NAICS Code 52,523Show more

Montage Tax Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Montage Tax

<$5M
1-10
Private
-
2016
DF
David FaulkFounder & President
$5.4M
1-10
Private
-
2001
Jay Vinson, Managing Director at Vinson Financial Group
Jay VinsonManaging Director
<$5M
1-10
Private
-
-
TF
Timothy FontenotFinancial Professional
<$5M
1-10
Private
-
2018
ML
Marisol LopezManager, Operations
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
<$5M
-
N/A
<$5M
1-10
Private
-
-
JH
Jonathan HallRegistered Representative
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Company Profile Activity

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Among all Finance companies

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Activity Insights

Montage Tax is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Montage Tax is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Montage Tax.

Montage Tax Tech Stack

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Frequently Asked Questions Regarding Montage Tax

What is Montage Tax's official website?
Montage Tax's official website is www.montageadvisors.com
What is Montage Tax's Revenue?
Montage Tax's revenue is <$5 Million
What is Montage Tax's SIC code?
Montage Tax's SIC: 62,628
What is Montage Tax's NAICS code?
Montage Tax's NAICS: 52,523
How many employees does Montage Tax have?
Montage Tax has 1-10 employees
What industry does Montage Tax belong to?
Montage Tax is in the industry of: Finance, Securities Trading
What is Montage Tax competition?
Montage Tax top competitors include: Vinson Financial Group, Asterion Wealth Advisory Group, johnhalladvisor.com, fontenotwealthmgmt.com
What technology does Montage Tax use?
Some of the popular technologies that Montage Tax uses are: Cloudflare Website Optimization, Datadog, Google Tag Manager, GoDaddy DNS
How do I contact Montage Tax?
Montage Tax contact info: Phone number: (408) 404-0009 Website: www.montageadvisors.com
What does Montage Tax do?

Montage Financial Advisors, Inc. (MFA) specializes in providing comprehensive financial planning and investment management services to individuals and families. Their mission is to simplify clients' financial lives, allowing them to focus on living fully while achieving their personal goals. MFA emphasizes long-term relationships built on open comm... unication and understanding clients' unique situations and risk tolerances. The firm serves a diverse clientele, offering tailored solutions in areas such as retirement, estate planning, insurance, and tax management.Read More

What are Montage Tax social media links?
Montage Tax Linkedin page
Is Montage Tax a public company?
Montage Tax is private company therefore does not currently have an official ticker symbol
See more information about Montage Tax

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