Matt Montgomery
Matt Montgomery (CRD# 114181) is a financial advisory firm headquartered in Jacksonville, TX. They manage $28,590,615 in 79 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management29MILLION
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Total Number of Accounts79ACCOUNTS
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Average Account Value$361,907
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Matt Montgomery
1
Matthew Montgomery (CRD# 1391955) is an Investment Advisor Representative working at Matt Montgomery in Jacksonville, TX and has over 38 years of experience in the finance industry.
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