MONTGOMERY ASSET MANAGEMENT, LLC

MCDONOUGH, Georgia·2 registered advisors·CRD# 150586
SEC# 801-71711941-383-3222
01

Firm Overview

AUM
$10M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03

Specialties

Investment ManagementFee-Only Advisory
04

Advisors at MONTGOMERY ASSET MANAGEMENT, LLC

2 registered advisors
Anna Kathryn Price Giardina
SARASOTA, Florida
Justin Zegalia
MCDONOUGH, Georgia
05

Office Locations

MCDONOUGH, Georgia
1 advisor
SARASOTA, Florida
1 advisor

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Data sourced from SEC Form ADV filings. MONTGOMERY ASSET MANAGEMENT, LLC (CRD# 150586) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.