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John Noland ryan Montgomery

Bridgeway Capital Management, LLC

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About John Noland ryan Montgomery

John Montgomery is a financial advisor with Bridgeway Capital Management, LLC, based in Houston, Texas. John Montgomery has been in the industry since 1993 and has passed Series 2, 6, 26 and 63 exams. John Montgomery is registered in Texas to provide investment advisory services. John Montgomery's previous roles include working at FORESIDE FUND SERVICES, LLC and BRIDGEWAY CAPITAL MANAGEMENT, INC.. John Montgomery has specialized in investment companies, charitable organizations, state or municipal government entities, pooled investment vehicles and high net worth individuals.

Firm Information

John Montgomery is currently registered with Bridgeway Capital Management, LLC. Bridgeway Capital Management, LLC is a Houston, TX-based investment advisor managing over $4.3 billion in assets for a range of clients, including investment companies, high-net-worth individuals, state or municipal government entities, and pooled investment vehicles. The firm specializes in portfolio management services for businesses, individuals, investment companies, and pooled investment vehicles.
Bridgeway Capital Management, LLC

20 GREENWAY PLAZA

HOUSTON, TX 77046

$4.33B

Assets Under Management

1

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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John Montgomery’s Registration & Firm History

TX

12/19/1997 - Present

Bridgeway Capital Management, LLC (HOUATON TX)

TX

03/25/2004 - 07/12/2010

FORESIDE FUND SERVICES, LLC (HOUSTON TX)

NA

07/27/1994 - 11/24/1998

BRIDGEWAY CAPITAL MANAGEMENT, INC.

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Licenses & Designations

BC

Issued 03/11/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/17/1993

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 11/17/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 09/01/1993

Series 2 - Non-Member General Securities Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for John Noland ryan Montgomery. Review regulatory record here.
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