1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2MONTGOMERY TAYLOR WEALTH MANAGEMENT

Map pinSANTA ROSA, CA
Phone707-576-8700
NotebookSEC #801-121736
Total AUM
$121.2M
Employees
21
Clients
248

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2880 CLEVELAND AVENUE, SUITE 2
SANTA ROSA
CA 95403
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
707-576-8700

ReceiptFinancials

Total AUM
$121.2M
Accounts
248
Discretionary
$121.2M
Accounts
248
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
215
AUM
$54.5M
HNW Individual Clients
32
AUM
$66.4M
Charitable Organization Clients
1
AUM
$344.2K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANEORWA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account