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| Montgomery Capital Advisors LLC
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| |
|---|---|
| CRD # | 138148 |
| SEC # | 801-64964 |
| CIK # | |
| AUM | $100.0 MM (2024-01-22) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 212-201-7911 |
| Address | 485 Madison Avenue New York, NY 10022 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 33 | 48.7 |
| (b) Individuals (high net worth individuals) | 18 | 51.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 83 | 100.0 |
| By Discretionary | ||
| Discretionary | 83 | 100.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 83 | 100.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 100.0 | |
| Total | 83 | 100.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Bona FIDE Wealth LLC
✚
|
TX | 0.1 |
|
Worthington Financial Partners LLC
✚
|
OH | 0.1 |
|
Atlas Financial Planning LLC
✚
|
GA | 0.1 |
|
The Financial Discovery Group Inc
✚
|
GA | 0.1 |
|
Gamma Asset Management LLC
✚
|
PR | 0.1 |
|
Fiduciary Wealth Advisors LLC
✚
|
FL | 0.1 |
|
Brindle & Bay Financial Advisors LLC
✚
|
TX | 0.1 |
|
Eurocapital Advisors Inc
✚
|
FL | 0.1 |
|
Broussard Financial Group LLC
✚
|
LA | 0.1 |
|
Ripple Capital Management LLC
✚
|
CO | 0.1 |