Investment adviser · CRD 170024
MONTGOMERY FINANCIAL
Investment adviser filing (IA)
MONTGOMERY FINANCIAL SERVICES, LLC
OCEAN CITY, MD, United States · Form ADV filed Jun 17, 2026
- Regulatory AUM
- $230M Form ADV · Item 5.F
- Client accounts
- 1,505 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 924 | $177,079,659 | 77.1% |
| High-net-worth individuals | 26 | $52,440,946 | 22.8% |
| Charities | Fewer than 5 | $237,447 | 0.1% |
Filing source
Form ADV 2112056 · Jun 17, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe 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: Jun 17, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
11718 OCEAN GATEWAYOCEAN CITY, MD, 21842, United States
CRD 170024
Filing source
Form ADV 2112056 · Jun 17, 2026 · 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.