MONTGOMERY FINANCIAL SERVICES, LLC
Doing business as MONTGOMERY FINANCIAL. SEC Form ADV profile.
Total regulatory AUM
$229,758,052
Discretionary
$229,758,052
Non-discretionary
$0
Firm details
- CRD number
- 170024
- SEC file number
- 801-129508
- Main office
- OCEAN CITY, MD, United States
- Employees
- 6
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees Other
As of November 2026.