The Montgomery Financial Group, Inc.
The Montgomery Financial Group, Inc. (CRD# 140782) is a financial advisory firm headquartered in Orleans, MA. They manage $42,210,277 in 282 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
The Montgomery Financial Group, Inc.
By the Numbers
-
Total Assets Under Management42MILLION
-
Total Number of Accounts282ACCOUNTS
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Average Account Value$149,682
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA
Financial Advisors at The Montgomery Financial Group, Inc.
1
Herbert Montgomery (CRD# 4013578) is an Investment Advisor Representative working at The Montgomery Financial Group, Inc. in Orleans, MA and has over 24 years of experience in the finance industry.
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