# THE MONTGOMERY FINANCIAL GROUP, INC.

THE MONTGOMERY FINANCIAL GROUP, INC. of ORLEANS, MA is an SEC-registered investment adviser.

## Registration

- CRD: 140782
- Type: SEC-registered investment adviser
- Location: 195 ROUTE  6A, ORLEANS, MA, 02653-3240
- Phone: 508-240-1151
- Latest filing: 2025-03-31
- Regulatory AUM: $48.3M
- Discretionary AUM: $48.3M
- Clients: 4
- Accounts: 247

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Other

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/140782/brochure
- Similar advisers: https://search.stillhousedata.com/firm/140782/similar
- Related entities: https://search.stillhousedata.com/firm/140782/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/140782

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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.