Investment adviser · CRD 126819

MONTGOMERY CAPITAL MANAGEMENT, LLC

Investment adviser filing (IA)

NEWPORT NEWS, VA, United States · Form ADV filed Aug 16, 2012

Regulatory AUM
$59.8M
Form ADV · Item 5.F
Client accounts
156
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: Aug 16, 2012. View historical filings

Reported services

Individual portfolio management · Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets

Principal office

753-B THIMBLE SHOALS BOULEVARD
NEWPORT NEWS, VA, 23606, United States

CRD 126819

Filing source

Form ADV 645444 · Aug 16, 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.