Montgomery Financial
Montgomery Financial (CRD# 170024) is a financial advisory firm headquartered in Ocean City, MD. They manage $112,945,500 in 897 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management113MILLION
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Total Number of Accounts897ACCOUNTS
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Average Account Value$125,915
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
MD
Nicholas Craven (CRD# 6728337) is an Investment Advisor Representative working at Montgomery Financial in Ocean City, MD and has over 7 years of experience in the finance industry.
Matthew Danmyer (CRD# 6736301) is an Investment Advisor Representative working at Montgomery Financial in Ocean City, MD and has over 7 years of experience in the finance industry.
Edward Loftice (CRD# 6151525) is an Investment Advisor Representative working at Montgomery Financial in Eldersburg, MD and has over 11 years of experience in the finance industry.
Jeffrey Montgomery (CRD# 5921383) is an Investment Advisor Representative working at Montgomery Financial in Ocean City, MD and has over 12 years of experience in the finance industry.