RIA Intel›Advisers›Pennsylvania›1294 MONTGOMERY, LLC

1294 MONTGOMERY, LLC

Advisory

PA

Data as of Mar 25, 2026 · Source: SEC Form ADV

Rank in PA

#1,334

of 1,528 advisers by AUM

Average account

$336K

across 33 accounts

AUM per adviser

$11M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM

$11M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$11M

Discretionary AUM$11M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients19

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InPA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

19 clients

6 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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