RIA Intel›Advisers›California›MONTGOMERY TAYLOR & COMPANY, LLC

MONTGOMERY TAYLOR & COMPANY, LLC

Advisory

N·SANTA ROSA, CA

Data as of Jun 2, 2022 · Source: SEC Form ADV

Total AUM

$121M

1-Year AUM Growth

+17.2%

3-Year CAGR

0.0%

Employees

3

Assets Under Management

Total AUM$121M

Discretionary AUM$121M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees3

Investment Advisers21

Employee Growth (1Y)—

Filing History

Total Filings on Record8

First FilingJun 11, 2021

Latest FilingJun 2, 2022

🔒 Full AUM trend chart and 8 historical filings spanning 1+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MONTGOMERY TAYLOR & COMPANY, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.