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

Clients

Accounts

248

Firm Details

No services reported

No compensation methods reported

Name	Type	Title / Status	Ownership	Control
TAYLOR, MONTGOMERY, LOUIS	I	MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
TAYLOR, MONTGOMERY, LOUIS	I	MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
TAYLOR, MONTGOMERY, LOUIS	I	MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
TAYLOR, MONTGOMERY, LOUIS	I	MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
TAYLOR, MONTGOMERY, LOUIS	I	MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
TAYLOR, MONTGOMERY, LOUIS	I	MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
TAYLOR, MONTGOMERY, LOUIS	I	MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
TAYLOR, MONTGOMERY, LOUIS	I	MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
LOEWEN, SANDRA, KOPPEN	I	MEMBER	A
LOEWEN, SANDRA, KOPPEN	I	MEMBER	A
LOEWEN, SANDRA, KOPPEN	I	MEMBER	A
LOEWEN, SANDRA, KOPPEN	I	MEMBER	A
LOEWEN, SANDRA, KOPPEN	I	MEMBER	A
LOEWEN, SANDRA, KOPPEN	I	MEMBER	A
LOEWEN, SANDRA, KOPPEN	I	MEMBER	A
LOEWEN, SANDRA, KOPPEN	I	MEMBER	A
Weintraub, Jonathan, Craig	I	MEMBER	A
Weintraub, Jonathan, Craig	I	MEMBER	A
Weintraub, Jonathan, Craig	I	MEMBER	A
Weintraub, Jonathan, Craig	I	MEMBER	A
Weintraub, Jonathan, Craig	I	MEMBER	A
Weintraub, Jonathan, Craig	I	MEMBER	A
Weintraub, Jonathan, Craig	I	MEMBER	A
Weintraub, Jonathan, Craig	I	MEMBER	A

May 3, 2022 REGISTERED

CA NE OR WA

2880 CLEVELAND AVENUE, SUITE 2
SANTA ROSA, CA 95403
United States

Phone: 707-576-8700