Montgomery Capital Management, LLC
Montgomery Capital Management, LLC (CRD# 126819) is a financial advisory firm headquartered in Newport News, VA. They manage $8,280,000 in 27 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Montgomery Capital Management, LLC
By the Numbers
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Total Assets Under Management8MILLION
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Total Number of Accounts27ACCOUNTS
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Average Account Value$306,667
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
VA
Financial Advisors at Montgomery Capital Management, LLC
1
Jonathan West (CRD# 4267280) is an Investment Advisor Representative working at Montgomery Capital Management, LLC in Newport News, VA and has over 22 years of experience in the finance industry.
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