THE MONTGOMERY FINANCIAL GROUP, INC.

THE MONTGOMERY FINANCIAL GROUP, INC. of ORLEANS, MA is an SEC-registered investment adviser (CRD 140782). Regulatory assets under management: $48.3M.

Registration

• CRD: 140782
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 140782 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search