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Montgomery Louis Taylor

MONTGOMERY TAYLOR & COMPANY, LLC·SANTA ROSA, California
Clean recordMONTGOMERY TAYLOR & COMPANY, LLC
2880 CLEVELAND AVENUE, SUITE 2, SANTA ROSA, CA 95403CRD# 852067Firm CRD# 121987

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Montgomery Louis Taylor · SANTA ROSA, CA
Registration
CRD #852067 · MONTGOMERY TAYLOR & COMPANY, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Montgomery Louis Taylor is a registered financial advisor based in SANTA ROSA, California, affiliated with MONTGOMERY TAYLOR & COMPANY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
MONTGOMERY TAYLOR & COMPANY, LLC
MONTGOMERY TAYLOR WEALTH MANAGEMENT
AUM
$121M
Regulatory assets under management
Employees
21
Total firm employees
View all advisors at MONTGOMERY TAYLOR & COMPANY, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 852067
Firm CRD# 121987
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Montgomery Louis Taylor offer?
Montgomery Louis Taylor specializes in Financial Planning, Investment Management. Contact their office in SANTA ROSA, California for a consultation.
What are Montgomery Louis Taylor's credentials?
Montgomery Louis Taylor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Montgomery Louis Taylor located?
Montgomery Louis Taylor is based in SANTA ROSA, California, working with MONTGOMERY TAYLOR & COMPANY, LLC. Their office serves clients in the SANTA ROSA metropolitan area and surrounding communities.
How does Montgomery Louis Taylor charge for services?
Montgomery Louis Taylor's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MONTGOMERY TAYLOR & COMPANY, LLC?
MONTGOMERY TAYLOR & COMPANY, LLC has approximately 21 employees and manages $121M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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