MATT MONTGOMERY

CRD 114181

Visit website

1504 EAST RUSK STREET, JACKSONVILLE, TX, 75766, United States

Phone

903-586-3494

Fax

903-586-0233

Registration

— (—)

Source

State registered

Total AUM

$36.3M

Discretionary AUM

$36.3M

Team

1 total employees; 1 advisory reps; 86 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM

Org form

Sole Proprietorship

Filing date

2026-01-02

Disciplinary history

Services

Financial planningPortfolio management (individuals)DISCRETIONARY AUTHORITY OVER EVERY ACCOUNT AND PROVIDE ONGOING MANAGEMENT SERVICES WITH RESPECT TO THE ACCOUNT

Client types

Type	Clients	AUM
Individuals	86	$36.3M

All web addresses on file

HTTP://WWW.MATTHEWMONTGOMERY.COM

Official SEC filing: View on IAPD