MONTGOMERY TAYLOR & COMPANY, LLC

MONTGOMERY TAYLOR & COMPANY, LLC of SANTA ROSA, CA is an SEC-registered investment adviser (CRD 121987). Regulatory assets under management: $121.2M.

Registration

• CRD: 121987
• SEC file number: 801-121736
• Type: Registered investment adviser
• Location: 2880 CLEVELAND AVENUE, SUITE 2, SANTA ROSA, CA, 95403
• Phone: 707-576-8700
• Latest filing: 2022-06-02
• Regulatory AUM: $121.2M
• Discretionary AUM: $121.2M
• Clients: 21
• Accounts: 248

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 121987 on SEC IAPD (source of record)
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