The Montgomery Financial Group, Inc.

The Montgomery Financial Group, Inc. (CRD# 140782) is a financial advisory firm headquartered in Orleans, MA. They manage $42,210,277 in 282 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
195 Route 6a, Suite 8, Orleans, MA 02653
http://www.themontgomeryfinancialgroup.com
By the Numbers
  • Total Assets Under Management
    42
    MILLION
  • Total Number of Accounts
    282
    ACCOUNTS
  • Average Account Value
    $149,682
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at The Montgomery Financial Group, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Herbert Montgomery, financial advisor Orleans MA
Herbert E. Montgomery
CRD#: 4013578
195 Route 6a, Suite 8, Orleans, MA 02653

Herbert Montgomery (CRD# 4013578) is an Investment Advisor Representative working at The Montgomery Financial Group, Inc. in Orleans, MA and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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