Montgomery Wealth Management, LLC
Montgomery Wealth Management, LLC (CRD# 173968) is a financial advisory firm headquartered in Woodland Park, CO. They manage $6,941,594 in 25 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management7MILLION
Total Number of Accounts25ACCOUNTS
Average Account Value$277,664
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Curtis Pouyer (CRD# 6100446) is an Investment Advisor Representative working at Montgomery Wealth Management, LLC in Woodland Park, CO and has over 5 years of experience in the finance industry.