MONTGOMERY CAPITAL ADVISORS LLC
SEC Form ADV profile.
Total regulatory AUM
$130,138,998
Discretionary
$130,138,998
Non-discretionary
$0
Firm details
- CRD number
- 138148
- SEC file number
- 801-64964
- Main office
- NEW YORK, NY, United States
- Employees
- 2
- SEC status
- Approved
- Website
- HTTP://WWW.MONTCAPITAL.NET
- Fee structure
-
Percentage of AUM
As of October 2026.