Montgomery Financial

Overview

Montgomery Financial is an independent registered investment adviser organized as a limited liability company and owned by an individual. It is SEC‑registered (2024) and positions itself as a capital allocator that serves both individual/family and institutional clients. The firm bills using a mix of percentage‑of‑AUM, hourly, fixed and other fee arrangements and lists services that span financial planning, portfolio management for individuals and small businesses, educational seminars/workshops and the selection of other advisers. The firm identifies a range of advisory activities on its filings, including pension consulting among the services it offers; however, it does not self‑designate as a pension consultant in its registration details. Montgomery Financial does not report active ESG investing, and it is not a multistate adviser according to the snapshot data.

Assets & Accounts

Public Holdings

Investments & Alternatives