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Building 2MONTGOMERY FINANCIAL

Map pinOCEAN CITY, MD
Phone410-208-1004
NotebookSEC #801-129508
Total AUM
$203.8M
Employees
6
Clients
598

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11718 OCEAN GATEWAY
OCEAN CITY
MD 21842
United States
Operating Hours
9-4
Monday - Friday
Phone
410-208-1004
Other Offices
1

ReceiptFinancials

Total AUM
$203.8M
Accounts
1,304
Discretionary
$203.8M
Accounts
1,304
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
576
AUM
$166.4M
HNW Individual Clients
20
AUM
$37.2M
Charitable Organization Clients
2
AUM
$132.8K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
CO-ADVISOR FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
DEFLMDPA

HandshakeAffiliates

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

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