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Building 2MONTGOMERY ASSET MANAGEMENT LLC

Map pinSAN FRANCISCO, CA
Phone415-248-6000
NotebookSEC #801-54803
Total AUM
$163.3M
Employees
151
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
101 CALIFORNIA ST
35TH FLOOR
SAN FRANCISCO
CA 94111-5801
USA
Operating Hours
7:00AM - 5:00PM
Monday - Friday
Phone
415-248-6000

ReceiptFinancials

Total AUM
$163.3M
Accounts
109
Discretionary
$163.3M
Accounts
109
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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