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MONTGOMERY TAYLOR & COMPANY, LLC
MONTGOMERY TAYLOR & COMPANY, LLC
MONTGOMERY TAYLOR WEALTH MANAGEMENT
SANTA ROSA, California
·
1 registered advisor
·
CRD# 121987
SEC# 801-121736
0
707-576-8700
01
Firm Overview
AUM
$121M
Regulatory assets under management
Employees
21
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at MONTGOMERY TAYLOR & COMPANY, LLC
1 registered advisor
Montgomery Louis Taylor
SANTA ROSA, California
CRD# 852067
05
Office Locations
SANTA ROSA, California
1 advisor
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Data sourced from SEC Form ADV filings. MONTGOMERY TAYLOR & COMPANY, LLC (CRD# 121987) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.