Michael
Montgomery
Kayne Anderson Rudnick Investment Management, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Michael Montgomery is a chartered financial analyst operating in Los Angeles, California, with a total of 1 year of relevant experience. Montgomery is an employee of Kayne Anderson Rudnick Investment Management, LLC. During their career, the advisor has held roles at William Blair & Company, B.C. Ziegler And Company, Bmo Investment Distributors, LLC and Kayne Anderson Rudnick Investment Management, LLC. Montgomery holds a Series 63 license, certifying them as a securities agent, and is registered to serve investors in California. Kayne Anderson Rudnick Investment Management, LLC is a financial advisory business that has its headquarters in Los Angeles, CA. It has offices in 16 locations and a total of 114 people on staff. It controls $34 billion in assets across its 26,684 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 36 charitable organizations. Of its 26,684 client accounts, 56% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The business offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. A financial advisor's fee schedules depend on which service is offered. However, fee types charged by Kayne Anderson Rudnick Investment Management, LLC likely include some combination of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Kayne Anderson Rudnick Investment Management, LLC Brokerage Details
$33,531,267,174
114
26,684
$1,256,606
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Michael Montgomery Work History
Michael has been registered as a financial advisor for 1 years.*
Kayne Anderson Rudnick Investment Management, LLC
Bmo Investment Distributors, LLC
B.C. Ziegler And Company
B.C. Ziegler And Company
William Blair & Company
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Montgomery to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kayne Anderson Rudnick Investment Management, LLC
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
