← Back to searchVisit website
MONTGOMERY FINANCIAL
MONTGOMERY FINANCIAL SERVICES, LLC
CRD 170024 · SEC 801-129508
11718 OCEAN GATEWAY, OCEAN CITY, MD, 21842, United States
Phone
410-208-1004
Fax
443-221-2180
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$229.8M
Discretionary AUM
$229.8M
Team
6 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; CO-ADVISOR FEES
Org form
Limited Liability Company
Filing date
2026-06-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 924 | $177.1M |
| High net worth individuals | 26 | $52.4M |
| Charitable organizations | 2 | $237K |
States served
DE, MD, PA, FL
All web addresses on file
- HTTPS://WWW.FACEBOOK.COM/LOGIN.PHP?SKIP_API_LOGIN=1&API_KEY=966242223397117&SIGNED_NEXT=1&NEXT=HTTPS%3A%2F%2FWWW.FACEBOOK.COM%2F
- HTTP://WWW.MFSWEALTH.COM
- HTTP://WWW.MONTGOMERYFINANCIALSERVICES.COM/
- HTTP://WWW.JEFFREYMONTGOMERY.COM
- HTTP://WWW.MONTGOMERYFINANCIALSERVICES.COM/
- https://www.linkedin.com/company/mfs-wealth/
- https://www.instagram.com/mfswealth/
- https://www.youtube.com/channel/UCfXTcMIBmMKwnvf42y-1lHw
Official SEC filing: View on IAPD