Investment adviser · CRD 121469

MONTGOMERY FINANCIAL ADVISORS LLC

Investment adviser filing (IA)

· Form ADV filed Jul 3, 2012

Regulatory AUM
$28.6M
Form ADV · Item 5.F
Client accounts
129
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: Jul 3, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

CRD 121469

Filing source

Form ADV 655861 · Jul 3, 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.