Montgomery Taylor & Company, LLC

Montgomery Taylor & Company, LLC (CRD# 121987) is a financial advisory firm headquartered in Santa Rosa, CA. They manage $60,253,000 in 568 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    60
    MILLION
  • Total Number of Accounts
    568
    ACCOUNTS
  • Average Account Value
    $106,079
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

CA

Financial Advisors at Montgomery Taylor & Company, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Michelle R. Gordon
CRD#: 6663271
2880 Cleveland Avenue, Suite 2, Santa Rosa, CA 95403
90
Wealthminder
score

Michelle Gordon (CRD# 6663271) is an Investment Advisor Representative working at Montgomery Taylor & Company, LLC in Santa Rosa, CA and has 1 year of experience in the finance industry.

2
Montgomery L. Taylor
CRD#: 852067
2880 Cleveland Ave, Suite 2, Santa Rosa, CA 95403
90
Wealthminder
score

Montgomery Taylor (CRD# 852067) is an Investment Advisor Representative working at Montgomery Taylor & Company, LLC in Santa Rosa, CA and has 1 year of experience in the finance industry. Montgomery Taylor has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Sandra M. Koppen
CRD#: 6438200
2880 Cleveland Avenue, Suite 2, Santa Rosa, CA 95403
88
Wealthminder
score

Sandra Koppen (CRD# 6438200) is an Investment Advisor Representative working at Montgomery Taylor & Company, LLC in Santa Rosa, CA and has 1 year of experience in the finance industry.

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