MONTGOMERY FINANCIAL SERVICES, LLC of OCEAN CITY, MD is an SEC-registered investment adviser (CRD 170024). Regulatory assets under management: $229.8M.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Jeffrey David Montgomery | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER; MANAGING MEMBER | — |
| MONTGOMERY JEFFREY DAVID | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | — |
| Joan E Gursky | CHIEF COMPLIANCE OFFICER | — |
| Nicholas Charles Chung Craven | MEMBER | — |