MONTGOMERY WEALTH MANAGEMENT, LLC
MONTGOMERY WEALTH MANAGEMENT, LLC of MORRISTOWN, NJ is an SEC-registered investment adviser (CRD 299231).
Registration
- CRD: 299231
- SEC file number: 801-114655
- Type: Registered investment adviser
- Location: 360 MT. KEMBLE AVENUE, MORRISTOWN, NJ, 07960
- Phone: 833-349-6961
- Latest filing: 2019-06-13
- Clients: 1
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| SHINNERS WILLIAM JAMES | MEMBER AND CHIEF COMPLIANCE OFFICER; MEMBER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | — |
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