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Mark Julian Montgomery

President, Managing MemberMontgomery Capital Advisors LLCCRD 1064981

About Mark Julian Montgomery

Mark Julian Montgomery is listed as President, Managing Member at Montgomery Capital Advisors LLC in New York, NY. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Montgomery Capital Advisors LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Mark Julian Montgomery work?

Mark Julian Montgomery is listed as President, Managing Member at Montgomery Capital Advisors LLC on SEC Form ADV.

How much of Montgomery Capital Advisors LLC does Mark Julian Montgomery own?

Form ADV reports a beneficial ownership band of 50-75%.

Montgomery Capital Advisors LLC

TitlePresident, Managing Member
Ownership50-75%
Control personYes
Since2005
View Montgomery Capital Advisors LLC →