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).

By the Numbers
  • Total Assets Under Management
    113
    MILLION
  • Total Number of Accounts
    897
    ACCOUNTS
  • Average Account Value
    $125,915
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MD

Financial Advisors at Montgomery Financial
Showing 1 - 4 of 4 top financial advisors.
1
Nicholas C. Craven
CRD#: 6728337
11718 Ocean Gateway, Ocean City, MD 21842

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.

2
Matthew D. Danmyer
CRD#: 6736301
11718 Ocean Gateway, Ocean City, MD 21842

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.

3
Edward J. Loftice
CRD#: 6151525
2028 Liberty Road, Suite 104, Eldersburg, MD 21784

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.

4
Jeffrey D. Montgomery
CRD#: 5921383
11718 Ocean Gateway, Ocean City, MD 21842

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.

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