MONTGOMERY FINANCIAL - Financial Advisor in Maryland, Ocean City

Tel: 410-208-1004 11718 Ocean Gateway Ocean City, Maryland 21842

About MONTGOMERY FINANCIAL

MONTGOMERY FINANCIAL is a Ocean City, Maryland based financial advisory firm with nearly $167,014,455 in assets under management and provides investment advisory services for 1672 clients. There are currently 6 financial advisors at the firm.

General Information

Firm CRD#:

170024

Firm SEC#:

801-129508

Assets Under Management:

$167,014,455

No. of Clients:

1672

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (CO-ADVISOR FEES)

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