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Building 2MONTGOMERY ASSET MANAGEMENT, LLC

Map pinMCDONOUGH, GA
Phone941-383-3222
NotebookSEC #801-71711
Total AUM
$10.2M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
255 RACE TRACK ROAD
SUITE 2
MCDONOUGH
GA 30252
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
941-383-3222

ReceiptFinancials

Total AUM
$10.2M
Accounts
350
Discretionary
$7M
Accounts
200
Non-Discretionary
$3.2M
Accounts
150

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
ALCADCFLGASCVA

HandshakeAffiliates

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

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