Matt Montgomery

Matt Montgomery (CRD# 114181) is a financial advisory firm headquartered in Jacksonville, TX. They manage $28,590,615 in 79 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1504 East Rusk Street, Jacksonville, TX 75766
http://www.matthewmontgomery.com
By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    79
    ACCOUNTS
  • Average Account Value
    $361,907
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Matt Montgomery
Showing 1 - 1 of 1 top financial advisors.
1
Matthew Montgomery, financial advisor Jacksonville TX
Matthew L. Montgomery
CRD#: 1391955
1504 East Rusk Street, Jacksonville, TX 75766

Matthew Montgomery (CRD# 1391955) is an Investment Advisor Representative working at Matt Montgomery in Jacksonville, TX and has over 38 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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