Montgomery Wealth Advisors
Montgomery Wealth Advisors (CRD# 269932) is a financial advisory firm headquartered in Shreveport, LA. They manage $16,579,948 in 84 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Montgomery Wealth Advisors
By the Numbers
-
Total Assets Under Management17MILLION
-
Total Number of Accounts84ACCOUNTS
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Average Account Value$197,380
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
LA, TX
Financial Advisors at Montgomery Wealth Advisors
1
John Montgomery (CRD# 6089576) is an Investment Advisor Representative working at Montgomery Wealth Advisors in Shreveport, LA and has over 11 years of experience in the finance industry.
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