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

Officers, owners & control persons (3)

NameRoleLocation
TAYLOR MONTGOMERY LOUISMEMBER AND CHIEF COMPLIANCE OFFICER—
LOEWEN SANDRA KOPPENMEMBER—
Weintraub Jonathan CraigMEMBER—

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