CRD: 140782
THE Montgomery Financial Group, Inc.
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- Custodian
- LPL Financial ยท Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-30-2006
- Office Locations
- 1
Office Locations
About THE Montgomery Financial Group, Inc.
The Montgomery Financial Group, Inc. is an independent, fee-only RIA in Orleans, MA providing hourly, as-needed financial planning and investment management with no minimums. The firm also offers Social Security/retirement income guidance, in-house tax planning and preparation, and back-office support for small businesses (bookkeeping, payroll, and 401(k)/SIMPLE IRA administration). Portfolios are ETF-centric with a core bond sleeve.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
HERBERT ELWIN MONTGOMERY III
Investment Advisor, President, PRINCIPAL
- CRD
- #4013578
- Ownership
- 75% or more
Jonathan Tyler Ambrose
--
- CRD
- #8002098
- Ownership
- 10% but less than 25%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $48,288,985 | -- |
| Non-Discretionary | $0 | -- |
| Total | $48,288,985 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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