Montgomery Capital Management, LLC

Montgomery Capital Management, LLC (CRD# 126819) is a financial advisory firm headquartered in Newport News, VA. They manage $34,131,000 in 98 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    34
    MILLION
  • Total Number of Accounts
    98
    ACCOUNTS
  • Average Account Value
    $348,276
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

VA

Financial Advisors at Montgomery Capital Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jonathan C. West
CRD#: 4267280
753-b Thimble Shoals Road, Newport News, VA 23606
93
Wealthminder
score

Jonathan West (CRD# 4267280) is an Investment Advisor Representative working at Montgomery Capital Management, LLC in Newport News, VA and has over 14 years of experience in the finance industry.

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