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Building 2MONTGOMERY CAPITAL ADVISORS LLC

Map pinNEW YORK, NY
Phone212-201-7911
NotebookSEC #801-64964
Total AUM
$130.1M
Employees
2
Clients
51

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
250 WEST 55TH STREET
17TH FLOOR
NEW YORK
NY 10019
United States
Operating Hours
9-5
Monday - Friday
Phone
212-201-7911

ReceiptFinancials

Total AUM
$130.1M
Accounts
80
Discretionary
$130.1M
Accounts
80
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
33
AUM
$63.2M
HNW Individual Clients
18
AUM
$66.9M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MDNYVA

HandshakeAffiliates

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

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