Overview
Assets Under Management: $167 million
Headquarters: OCEAN CITY, MD
High-Net-Worth Clients: 13
Average Client Assets: $2 million
Frequently Asked Questions
MONTGOMERY FINANCIAL SERVICES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #170024), MONTGOMERY FINANCIAL SERVICES, LLC is subject to fiduciary duty under federal law.
MONTGOMERY FINANCIAL SERVICES, LLC is headquartered in OCEAN CITY, MD.
MONTGOMERY FINANCIAL SERVICES, LLC serves 13 high-net-worth clients according to their SEC filing dated June 04, 2025. View client details ↓
According to their SEC Form ADV, MONTGOMERY FINANCIAL SERVICES, LLC offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
MONTGOMERY FINANCIAL SERVICES, LLC manages $167 million in client assets according to their SEC filing dated June 04, 2025.
According to their SEC Form ADV, MONTGOMERY FINANCIAL SERVICES, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 13
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 13.77
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,672
Discretionary Accounts: 1,672
Regulatory Filings
CRD Number: 170024
Filing ID: 1995816
Last Filing Date: 2025-06-04 15:11:00
Website: https://mfswealth.com