MONTGOMERY FINANCIAL SERVICES, LLC
Legal name: MONTGOMERY FINANCIAL
CRD #170024 SEC #801-129508 OCEAN CITY, MD 410-208-1004
SEC Registered
Total AUM
$167M
Discretionary
$167M
Employees
5
Clients
0
Accounts
1,672
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $167M | $167M | $0 | 5 | 0 |
| Feb 2025 | $167M | $167M | $0 | 6 | 0 |
| Sep 2024 | $112.9M | $112.9M | $0 | 6 | 0 |
| Jun 2024 | $112.9M | $112.9M | $0 | 6 | 0 |
| Feb 2024 | $112.9M | $112.9M | $0 | 6 | 0 |
| Jan 2024 | $112.9M | $112.9M | $0 | 6 | 0 |
| Jan 2024 | $112.9M | $112.9M | $0 | 6 | 0 |
DateJun 2025
Total AUM$167M
Discretionary$167M
Non-Disc.$0
Employees5
Clients0
DateFeb 2025
Total AUM$167M
Discretionary$167M
Non-Disc.$0
Employees6
Clients0
DateSep 2024
Total AUM$112.9M
Discretionary$112.9M
Non-Disc.$0
Employees6
Clients0
DateJun 2024
Total AUM$112.9M
Discretionary$112.9M
Non-Disc.$0
Employees6
Clients0
DateFeb 2024
Total AUM$112.9M
Discretionary$112.9M
Non-Disc.$0
Employees6
Clients0
DateJan 2024
Total AUM$112.9M
Discretionary$112.9M
Non-Disc.$0
Employees6
Clients0
DateJan 2024
Total AUM$112.9M
Discretionary$112.9M
Non-Disc.$0
Employees6
Clients0