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Justin Zegalia

MONTGOMERY ASSET MANAGEMENT, LLC·MCDONOUGH, Georgia
Unclaimed Profile
255 RACE TRACK ROAD, MCDONOUGH, GA 30252CRD# 4133578Firm CRD# 150586
01

About

Justin Zegalia is a registered financial advisor based in MCDONOUGH, Georgia, affiliated with MONTGOMERY ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
MONTGOMERY ASSET MANAGEMENT, LLC
MONTGOMERY ASSET MANAGEMENT, LLC
AUM
$10M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at MONTGOMERY ASSET MANAGEMENT, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4133578
Firm CRD# 150586
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Justin Zegalia offer?
Justin Zegalia specializes in Investment Management, Fee-Only Advisory. Contact their office in MCDONOUGH, Georgia for a consultation.
What are Justin Zegalia's credentials?
Justin Zegalia is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Justin Zegalia located?
Justin Zegalia is based in MCDONOUGH, Georgia, working with MONTGOMERY ASSET MANAGEMENT, LLC. Their office serves clients in the MCDONOUGH metropolitan area and surrounding communities.
How does Justin Zegalia charge for services?
Justin Zegalia's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MONTGOMERY ASSET MANAGEMENT, LLC?
MONTGOMERY ASSET MANAGEMENT, LLC has approximately 6 employees and manages $10M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Georgia
ATLANTA (1557)ALPHARETTA (158)MARIETTA (62)ROSWELL (47)DULUTH (41)
City Guides
ATLANTA GuideALPHARETTA GuideMARIETTA GuideROSWELL GuideDULUTH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
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