RIA Intel›Advisers›Massachusetts›THE MONTGOMERY FINANCIAL GROUP, INC.

THE MONTGOMERY FINANCIAL GROUP, INC.

Advisory

ORLEANS, MA

Data as of Mar 31, 2025 · Source: SEC Form ADV

Rank in MA

#1,164

of 1,590 advisers by AUM

Average account

$196K

across 247 accounts

AUM per adviser

$24M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2025.

Total AUM

$48M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$48M

Discretionary AUM$48M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients247

Team

Total Employees4

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InMA

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

247 clients

8 high-net-worth

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

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Closest by assets under management. All figures from Form ADV.

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