Montgomery Capital Management, LLC
Montgomery Capital Management, LLC (CRD# 126819) is a financial advisory firm headquartered in Newport News, VA. They manage $25,916,786 in 79 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management26MILLION
Total Number of Accounts79ACCOUNTS
Average Account Value$328,061
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Jonathan West (CRD# 4267280) is an Investment Advisor Representative working at Montgomery Capital Management, LLC in Newport News, VA and has over 15 years of experience in the finance industry.