Montgomery Financial
Montgomery Financial is an SEC-registered mass-market adviser in Ocean City, MD with $229.8M assets under management (AUM, regulatory AUM), +38% over one year. See who owns Montgomery Financial: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 170024, SEC 801-129508, data through 2026-06-17.
- AUM (assets under management / regulatory AUM)
- $229.8M (2026-06-17)
- Firm type
- Mass-Market Adviser
- Location
- Ocean City, MD
- Employees
- 6
- Clients
- 952
- CRD
- 170024
- Ownership
- MONTGOMERY, JEFFREY, DAVID; Craven, Nicholas, Charles Chung; Gursky, Joan, E
How much AUM does Montgomery Financial have?
Montgomery Financial reported $229.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-17).
Who owns Montgomery Financial?
Disclosed owners and executives of Montgomery Financial include MONTGOMERY, JEFFREY, DAVID, Craven, Nicholas, Charles Chung, Gursky, Joan, E. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.