COLLEGE FUNDING GROUP, LLC
CRD #151771 SEC #801-70748 RICHMOND, VA 804-855-2500
SEC Registered
Total AUM
--
Discretionary
--
Employees
1
Clients
0
Accounts
--
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Virginia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 30, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MONTGOMERY CAPITAL MANAGEMENT, LLC | DE | MEMBER | D | Control |
| MONTGOMERY CAPITAL MANAGEMENT, LLC | DE | MEMBER | D | Control |
| MONTGOMERY CAPITAL MANAGEMENT, LLC | DE | MEMBER | D | Control |
| MONTGOMERY CAPITAL MANAGEMENT, LLC | DE | MEMBER | D | Control |
| MONTGOMERY CAPITAL MANAGEMENT, LLC | DE | MEMBER | D | Control |
| WEST, JONATHAN, CROWE | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| WEST, JONATHAN, CROWE | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| WEST, JONATHAN, CROWE | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| WEST, JONATHAN, CROWE | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| WEST, JONATHAN, CROWE | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| MONTGOMERY, PAUL, MACRAE | I | MONTGOMERY CAPITAL MANAGEMENT, LLC | E | Control |
| MONTGOMERY, PAUL, MACRAE | I | MONTGOMERY CAPITAL MANAGEMENT, LLC | E | Control |
| MONTGOMERY, PAUL, MACRAE | I | MONTGOMERY CAPITAL MANAGEMENT, LLC | E | Control |
| MONTGOMERY, PAUL, MACRAE | I | MONTGOMERY CAPITAL MANAGEMENT, LLC | E | Control |
| MONTGOMERY, PAUL, MACRAE | I | MONTGOMERY CAPITAL MANAGEMENT, LLC | E | Control |
Registrations
Federal
IA
Mar 30, 2012 REGISTERED
Notice Filings (1)
VA
Address
3761-A WESTERRE PARKWAYRICHMOND, VA 23233
United States
Phone: 804-855-2500