Investment adviser · CRD 150586

MONTGOMERY ASSET MANAGEMENT, LLC

Investment adviser filing (IA)

MCDONOUGH, GA, United States · Form ADV filed May 15, 2012

Regulatory AUM
$10.2M
Form ADV · Item 5.F
Client accounts
350
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: May 15, 2012. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets

Principal office

255 RACE TRACK ROAD, SUITE 2
MCDONOUGH, GA, 30252, United States

CRD 150586

Filing source

Form ADV 641317 · May 15, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.