MONTGOMERY CAPITAL ADVISORS LLC
Total AUM
$130.1M
Employees
2Clients
51Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
250 WEST 55TH STREET
17TH FLOOR
NEW YORK
NY 10019
United States
17TH FLOOR
NEW YORK
NY 10019
United States
Operating Hours
9-5
Monday - Friday
Monday - Friday
Phone
212-201-7911
Financials
Total AUM
$130.1M
Accounts
80Discretionary
$130.1M
Accounts
80Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
33AUM
$63.2M
HNW Individual Clients
18AUM
$66.9M
Services
Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
MDNYVA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.