MONTGOMERY CAPITAL ADVISORS LLC of NEW YORK, NY is an SEC-registered investment adviser (CRD 138148). Regulatory assets under management: $130.1M.
Compensation: % of AUM.
Clients served: High net worth.
| Name | Role | Location |
|---|---|---|
| Mark Julian Montgomery | PRESIDENT, MANAGING MEMBER | — |
| Stephen John Kinsella | CHIEF COMPLIANCE OFFICER, MEMBER | — |
| HALE PATRICIA JOY | MEMBER | — |
| MONTGOMERY MARK JULIAN | PRESIDENT; PRESIDENT, MANAGING MEMBER | — |
| MCTIGHE LUKE JOSEPH | CHIEF COMPLIANCE OFFICER | — |
| KINSELLA STEPHEN JOHN | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, MEMBER; MEMBER | — |
| THORNE MYRTLE | MEMBER | — |