# MONTGOMERY ASSET MANAGEMENT, LLC

MONTGOMERY ASSET MANAGEMENT, LLC of MCDONOUGH, GA is an SEC-registered investment adviser.

## Registration

- CRD: 150586
- Type: SEC-registered investment adviser
- SEC file number: 801-71711
- Location: 255 RACE TRACK ROAD, SUITE 2, MCDONOUGH, GA, 30252
- Phone: 941-383-3222
- Latest filing: 2012-05-15
- Regulatory AUM: $10.2M
- Discretionary AUM: $7.0M
- Non-discretionary AUM: $3.2M
- Clients: 6
- Accounts: 350

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| PRICE AUBREY LEE | MANAGING MEMBER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| WILLMS DAVID MICHAEL | CHIEF COMPLIANCE OFFICER | — |
| PRICE GIARDINA ANNA KATHRYN | CHIEF OPERATIONS OFFICER; CHIEF OPERATIONS OFFICER/MEMBER | — |
| ZEGALIA JUSTIN | CHIEF COMPLIANCE OFFICER/MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/150586/brochure
- Similar advisers: https://search.stillhousedata.com/firm/150586/similar
- Related entities: https://search.stillhousedata.com/firm/150586/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/150586

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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.