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| Happy Holidays!! thanks for using AUM13F!! |
| Montgomery Capital Advisors LLC
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| CRD # | 138148 |
| SEC # | 801-64964 |
| CIK # | |
| AUM | $111.9 M (2025-01-23) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 212-201-7911 |
| Address | 250 West 55th Street New York, NY 10019 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 32 | 52.5 |
| (b) Individuals (high net worth individuals) | 18 | 59.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 78 | 111.9 |
| By Discretionary | ||
| Discretionary | 78 | 111.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 78 | 111.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 111.9 | |
| Total | 78 | 111.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Fortis Private Wealth Advisors LLC
✚
|
FL | 0.1 |
|
Altman Investment Management LLC
✚
|
NJ | 0.1 |
|
1650 Wealth Management LLC
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FL | 0.1 |
|
Life Strategies Inc
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CA | 0.1 |
|
Charmarline Wealth Management LLC
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|
VA | 0.1 |
|
Jacobs Equity
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|
UT | 0.1 |
|
Wolf Financial Advisors LLC
✚
|
IL | 0.1 |
|
Frango Financial LLC
✚
|
DC | 0.1 |
|
Maimon Wealth Management Ltd
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|
0.1 | |
|
Diccianni Financial Group Inc
✚
|
PA | 0.1 |