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Paul Macrae Montgomery

MONTGOMERY CAPITAL MANAGEMENT, LLC·NEWPORT NEWS, Virginia
Unclaimed Profile
753-B THIMBLE SHOALS BOULEVARD, NEWPORT NEWS, VA 23606CRD# 338443Firm CRD# 126819
01

About

Paul Macrae Montgomery is a registered financial advisor based in NEWPORT NEWS, Virginia, affiliated with MONTGOMERY CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
MONTGOMERY CAPITAL MANAGEMENT, LLC
MONTGOMERY CAPITAL MANAGEMENT, LLC
AUM
$60M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at MONTGOMERY CAPITAL MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 338443
Firm CRD# 126819
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Paul Macrae Montgomery offer?
Paul Macrae Montgomery specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in NEWPORT NEWS, Virginia for a consultation.
What are Paul Macrae Montgomery's credentials?
Paul Macrae Montgomery is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Macrae Montgomery located?
Paul Macrae Montgomery is based in NEWPORT NEWS, Virginia, working with MONTGOMERY CAPITAL MANAGEMENT, LLC. Their office serves clients in the NEWPORT NEWS metropolitan area and surrounding communities.
How does Paul Macrae Montgomery charge for services?
Paul Macrae Montgomery'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 CAPITAL MANAGEMENT, LLC?
MONTGOMERY CAPITAL MANAGEMENT, LLC has approximately 1 employees and manages $60M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in NEWPORT NEWS
Jonathan Crowe West — MONTGOMERY CAPITAL MANAGEMENT, LLCBenjamin Edward Raikes — MASON & ASSOCIATES, LLCJohn Michael Mason — MASON & ASSOCIATES, LLCThomas Farrington Blackburn — MASON & ASSOCIATES, LLCGarry Michael Allen — TWO RIVERS CAPITAL MANAGEMENT AT KINGSMILL INC
Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
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