$36.3M Total AUM
$36.3M Disc. AUM
-- 3Y CAGR
1 Employees
172 ADV. Clients
28 yrs Firm Age
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- Custodian
- Empower · Pershing · Transamerica
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-02-1998
- Office Locations
- 1
Office Locations
1504 East Rusk Street Jacksonville TX
About Matt Montgomery
Matt Montgomery is an owner-led wealth management and retirement planning practice serving entrepreneurs/executives, peak-career professionals, pre-retirees/retirees, and high-net-worth individuals. Services include portfolio construction and risk management, retirement planning, and estate strategies with ongoing implementation. Public filings indicate ETFs are a core investment vehicle in managed accounts, with custody support including Pershing.
Team overview
60 AVG AGE
$36.3M AVG AUM / ADVISOR
$211.1K AVG AUM / CLIENT
5.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
28yrs Firm Age
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Asset Classes
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Investment Themes
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Platform
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Technology
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Owner & Executives
M
MATT MONTGOMERY
Owner
- CRD
- #1391955
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $36,307,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $36,307,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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