Montgomery Advisors

Corte Madera, CA

California

Registered In

12/02/1999

Incorp. Date

Company Summary

Montgomery Advisors at 145 Corte Madera Town Ctr, Corte Madera, Ca 94925 lists James Clifford and Megan Jansen of Corte Madera, CA as the associates.

Overview

Registered In

California

Incorporation Date

12/02/1999

Company Type

Stock Corporation - Ca - General

Status

Active

Registration Type

Domestic

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People

David Estes Individual Agent	715 SCOTT ST, SAN FRANCISCO, CA 94117
James Clifford CEO	145 CORTE MADERA TOWN CTR, CORTE MADERA, CA 94925 (View Past Addresses)
James Clifford Chief Financial Officer	145 CORTE MADERA TOWN CTR, CORTE MADERA, CA 94925
James Clifford Director	145 CORTE MADERA TOWN CTR, CORTE MADERA, CA 94925
Megan Jansen Secretary	145 CORTE MADERA TOWN CTR, CORTE MADERA, CA 94925

Showing current associates only (5 of 6 total associates). Create a free account to see the full associate history

Map & Locations

145 CORTE MADERA TOWN CTR, CORTE MADERA, CA 94925 View Map

Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history

Financials

Financial Information for Montgomery Advisors

Form 5500

MONTGOMERY ADVISORS

145 Corte Madera Town Ctr. 407, Corte Madera, Ca 94925 (415) 225-8814 EIN:94-3346341 Plan Admin:James Clifford

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameMONTGOMERY ADVISORS CASH BALANCE PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$529,563 / $759,302	2022	MONTGOMERY ADVISORS CASH BALANCE PLAN - Plan #002	2 / 2	$529,563 / $759,302
2022	Plan NameMONTGOMERY ADVISORS 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$30,853 / $42,661	2022	MONTGOMERY ADVISORS 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	2 / 2	$30,853 / $42,661
2021	Plan NameMONTGOMERY ADVISORS CASH BALANCE PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$273,556 / $529,563	2021	MONTGOMERY ADVISORS CASH BALANCE PLAN - Plan #002	2 / 2	$273,556 / $529,563
2021	Plan NameMONTGOMERY ADVISORS 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$14,338 / $30,853	2021	MONTGOMERY ADVISORS 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	2 / 2	$14,338 / $30,853
2020	Plan NameMONTGOMERY ADVISORS CASH BALANCE PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$0 / $273,556	2020	MONTGOMERY ADVISORS CASH BALANCE PLAN - Plan #002	2 / 2	$0 / $273,556
2020	Plan NameMONTGOMERY ADVISORS 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$0 / $14,338	2020	MONTGOMERY ADVISORS 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	2 / 2	$0 / $14,338

Benefit & Retirement Plans based on Form 5500.

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Sources

The following government agencies have contributed data:

• California Secretary of State • U.S. Department of Labor