← Back to searchVisit website
THE MONTGOMERY FINANCIAL GROUP, INC.
CRD 140782
195 ROUTE 6A, SUITE 8, ORLEANS, MA, 02653-3240, United States
Phone
508-240-1151
Fax
508-240-1447
Registration
— (—)
Source
State registered
Total AUM
$48.3M
Discretionary AUM
$48.3M
Team
4 total employees; 2 advisory reps; 3 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2025-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)HOURLY INVESTMENT CONSULTATIONS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 239 | $35.8M |
| High net worth individuals | 8 | $12.5M |
All web addresses on file
Official SEC filing: View on IAPD