| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey David Montgomery Control | Chief Compliance Officer/Managing Member | Over 75% | 2013 |
Montgomery Financial Services, LLC reports $167 million in regulatory assets under management on its Form ADV.
Montgomery Financial Services, LLC reports 5 employees.
Montgomery Financial Services, LLC is based in Ocean City, MD and has been SEC-registered since 2024.
Montgomery Financial Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 11718 Ocean Gateway, Ocean City, MD 21842 |
| Phone | 410-208-1004 |
| Fax | 443-221-2180 |
| Office hours | 4-Sep |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $167M |
| Non-discretionary | $0 |
| Total (RAUM) | $167M |