MONTGOMERY TAYLOR & COMPANY, LLC
Legal name: MONTGOMERY TAYLOR WEALTH MANAGEMENT
CRD #121987 SEC #801-121736 SANTA ROSA, CA 707-576-8700
SEC Registered
Total AUM
$121.2M
Discretionary
$121.2M
Employees
21
Clients
0
Accounts
248
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2022 | $121.2M | $121.2M | $0 | 21 | 0 |
| May 2022 | $121.2M | $121.2M | $0 | 21 | 0 |
| Feb 2022 | $121.2M | $121.2M | $0 | 21 | 0 |
| Jan 2022 | $103.4M | $103.4M | $0 | 21 | 0 |
| Oct 2021 | $103.4M | $103.4M | $0 | 21 | 0 |
| Aug 2021 | $103.4M | $103.4M | $0 | 21 | 0 |
| Jul 2021 | $103.4M | $103.4M | $0 | 21 | 0 |
| Jun 2021 | $103.4M | $103.4M | $0 | 21 | 0 |
DateJun 2022
Total AUM$121.2M
Discretionary$121.2M
Non-Disc.$0
Employees21
Clients0
DateMay 2022
Total AUM$121.2M
Discretionary$121.2M
Non-Disc.$0
Employees21
Clients0
DateFeb 2022
Total AUM$121.2M
Discretionary$121.2M
Non-Disc.$0
Employees21
Clients0
DateJan 2022
Total AUM$103.4M
Discretionary$103.4M
Non-Disc.$0
Employees21
Clients0
DateOct 2021
Total AUM$103.4M
Discretionary$103.4M
Non-Disc.$0
Employees21
Clients0
DateAug 2021
Total AUM$103.4M
Discretionary$103.4M
Non-Disc.$0
Employees21
Clients0
DateJul 2021
Total AUM$103.4M
Discretionary$103.4M
Non-Disc.$0
Employees21
Clients0
DateJun 2021
Total AUM$103.4M
Discretionary$103.4M
Non-Disc.$0
Employees21
Clients0