# MONTGOMERY TAYLOR & COMPANY, LLC

MONTGOMERY TAYLOR & COMPANY, LLC of SANTA ROSA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 121987
- Type: SEC-registered investment adviser
- SEC file number: 801-121736
- 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)

| Name | Role | Location |
| --- | --- | --- |
| TAYLOR MONTGOMERY LOUIS | MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| LOEWEN SANDRA KOPPEN | MEMBER | — |
| Weintraub Jonathan Craig | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/121987/brochure
- Similar advisers: https://search.stillhousedata.com/firm/121987/similar
- Related entities: https://search.stillhousedata.com/firm/121987/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/121987

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.