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MONTGOMERY CAPITAL MANAGEMENT, LLC
MONTGOMERY CAPITAL MANAGEMENT, LLC
NEWPORT NEWS, Virginia
·
2 registered advisors
·
CRD# 126819
SEC# 801-62412
757/597-9525
01
Firm Overview
AUM
$60M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
04
Advisors at MONTGOMERY CAPITAL MANAGEMENT, LLC
2 registered advisors
Jonathan Crowe West
NEWPORT NEWS, Virginia
CRD# 4267280
Paul Macrae Montgomery
NEWPORT NEWS, Virginia
CRD# 338443
05
Office Locations
NEWPORT NEWS, Virginia
2 advisors
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Data sourced from SEC Form ADV filings. MONTGOMERY CAPITAL MANAGEMENT, LLC (CRD# 126819) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.