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Deanna Eve Ho Montgomery

STERLING STAMOS CAPITAL MANAGEMENT, L.P.·NEW YORK, New York
Unclaimed Profile
450 PARK AVENUE, NEW YORK, NY 10022CRD# 3237064Firm CRD# 134660
01

About

Deanna Eve Ho Montgomery is a registered financial advisor based in NEW YORK, New York, affiliated with STERLING STAMOS CAPITAL MANAGEMENT, L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
STAMOS CAPITAL PARTNERS, L.P.
STAMOS CAPITAL PARTNERS, L.P.
AUM
$6.1B
Regulatory assets under management
Employees
27
Total firm employees
View all advisors at STAMOS CAPITAL PARTNERS, L.P. →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: MANAGED ACCOUNTS MAY NEGOTIATE ADDITIONAL SERVICES FOR A FEE.
Regulatory
SEC/IARD CRD# 3237064
Firm CRD# 134660
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Deanna Eve Ho Montgomery offer?
Deanna Eve Ho Montgomery specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in NEW YORK, New York for a consultation.
What are Deanna Eve Ho Montgomery's credentials?
Deanna Eve Ho Montgomery is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Deanna Eve Ho Montgomery located?
Deanna Eve Ho Montgomery is based in NEW YORK, New York, working with STERLING STAMOS CAPITAL MANAGEMENT, L.P.. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Deanna Eve Ho Montgomery charge for services?
Deanna Eve Ho Montgomery's firm is compensated through percentage of aum, performance-based fees, other: managed accounts may negotiate additional services for a fee.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STERLING STAMOS CAPITAL MANAGEMENT, L.P.?
STERLING STAMOS CAPITAL MANAGEMENT, L.P. has approximately 27 employees and manages $6.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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