RIA Intelligence

MONTGOMERY ASSET MANAGEMENT, LLC

CRD #150586 SEC #801-71711 MCDONOUGH, GA 941-383-3222
SEC Registered
Total AUM
$10.2M
Discretionary
$7M
Employees
6
Clients
--
Accounts
350

Firm Details

Organization Type
Limited Liability Company
State of Formation
Florida
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
May 15, 2012
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
PRICE GIARDINA, ANNA, KATHRYNICHIEF OPERATIONS OFFICERNA Control
WILLMS, DAVID, MICHAELICHIEF COMPLIANCE OFFICERNA Control
PRICE, AUBREY, LEEIMANAGING MEMBERE Control
PRICE, AUBREY, LEEIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
PRICE, AUBREY, LEEIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
ZEGALIA, JUSTINICHIEF COMPLIANCE OFFICER/MEMBERE Control
PRICE GIARDINA, ANNA, KATHRYNICHIEF OPERATIONS OFFICER/MEMBERD Control
PRICE GIARDINA, ANNA, KATHRYNICHIEF OPERATIONS OFFICER/MEMBERD Control
PRICE GIARDINA, ANNA, KATHRYNICHIEF OPERATIONS OFFICER/MEMBERD Control
PRICE GIARDINA, ANNA, KATHRYNICHIEF OPERATIONS OFFICER/MEMBERD Control
PRICE GIARDINA, ANNA, KATHRYNICHIEF OPERATIONS OFFICER/MEMBERD Control
ZEGALIA, JUSTINICHIEF COMPLIANCE OFFICER/MEMBERD Control
ZEGALIA, JUSTINICHIEF COMPLIANCE OFFICER/MEMBERD Control
ZEGALIA, JUSTINICHIEF COMPLIANCE OFFICER/MEMBERD Control
ZEGALIA, JUSTINICHIEF COMPLIANCE OFFICER/MEMBERD Control
ZEGALIA, JUSTINICHIEF COMPLIANCE OFFICER/MEMBERD Control

Registrations

Federal

IA
May 15, 2012 REGISTERED

Notice Filings (7)

AL CA DC FL GA SC VA

Address

255 RACE TRACK ROAD
SUITE 2
MCDONOUGH, GA 30252
United States
Phone: 941-383-3222