RIA Intel›Advisers›Maryland›MONTGOMERY FINANCIAL SERVICES, LLC

MONTGOMERY FINANCIAL SERVICES, LLC

Advisory

N·OCEAN CITY, MD

Data as of Feb 2, 2026 · Source: SEC Form ADV

Total AUM
$204M
1-Year AUM Growth
0.0%
3-Year CAGR
—
Employees
4
Assets Under Management
Total AUM$204M
Discretionary AUM$204M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients545
Team
Total Employees4
Investment Advisers6
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record5
First FilingJan 16, 2024
Latest FilingFeb 2, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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