MONTGOMERY FINANCIAL SERVICES, LLC

MONTGOMERY FINANCIAL
OCEAN CITY, Maryland·1 registered advisor·CRD# 170024
SEC# 801-1295081410-208-1004
01

Firm Overview

AUM
$113M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: CO-ADVISOR FEES
03

Specialties

Financial PlanningInvestment Management
04

Advisors at MONTGOMERY FINANCIAL SERVICES, LLC

1 registered advisor
Jeffrey David Montgomery
OCEAN CITY, Maryland
05

Office Locations

OCEAN CITY, Maryland
1 advisor

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Data sourced from SEC Form ADV filings. MONTGOMERY FINANCIAL SERVICES, LLC (CRD# 170024) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.