MONTGOMERY, RAYMOND

Adviser information for MONTGOMERY, RAYMOND last updated from Form ADV on March 13th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization	Sole Proprietorship
Fiscal Year End	DECEMBER
Legal Location	Colorado, United States

Employees

Total Number of Employees	1
Investment Advisory/Research	1
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	0
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	No

Clients

Type	Number	RAUM
Individuals	0	$0
HNW Individuals	0	$0
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	0

Services

Advisory Services	Portfolio management for individuals and/or small businesses
Compensation	Fixed fees

Identifiers

SEC RIA File Number	801-127644
SEC ERA File Number	801-127644
SEC CIK Numbers	None
SEC CRD Numbers	324761
Legal Entity Identifier	None

Principal Office

13238 STARRY NIGHT RD.
FORT COLLINS
CO
United States

Monday - Friday, BY APPOINTMENT

Tel: 970-581-1500, Fax: None

Websites

raymondmontgomery.carrd.co/

Chief Compliance Officer

RAYMOND MONTGOMERY

13238 STARRY NIGHT RD

FORT COLLINS

United States

Tel: 970-581-1500

R*****************@***************M

(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name	Type	Assets $USD	Min Investment $USD	No. Owners