Company Information

Get to know The Montana Group Inc.

The Montana Group, Inc. is a Registered Investment Adviser (RIA) firm based in New York. The company provides comprehensive financial planning and wealth management services to individuals, families, and businesses. Their stated mission is to offer personalized, objective advice to help clients achieve their financial goals through services that include investment management, retirement planning, estate planning, and insurance solutions. They emphasize a client-first approach, acting as fiduciaries to ensure their recommendations are in the best interests of their clients.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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The Montana Group Inc.

United States

Founded in

1991 (35 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

Security Information :

BVI FSC

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.