Investment adviser · CRD 324761

MONTGOMERY, RAYMOND

Investment adviser filing (IA)

· Form ADV filed Mar 13, 2023

Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Not available in this filing: Regulatory AUM, Client accounts.

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: Mar 13, 2023. View historical filings

Reported services

Individual portfolio management

Compensation

Fixed

Principal office

CRD 324761

Filing source

Form ADV 1728137 · Mar 13, 2023 · 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.