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Building 2MONTGOMERY CAPITAL MANAGEMENT, LLC

Map pinNEWPORT NEWS, VA
Phone757/597-9525
NotebookSEC #801-62412
Total AUM
$59.8M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
753-B THIMBLE SHOALS BOULEVARD
NEWPORT NEWS
VA 23606
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
757/597-9525

ReceiptFinancials

Total AUM
$59.8M
Accounts
156
Discretionary
$56.5M
Accounts
151
Non-Discretionary
$3.3M
Accounts
5

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
VA

HandshakeAffiliates

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

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