JM
JM

John Noland Ryan Montgomery

31 Years of Experience
1 Disclosure
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
4 advisors
Number of Clients
34 clients
Average Client Portfolio
$118.5M average
Assets Under Management
$4.0B

Fee Structure

Minimum Investment:$10M
Financial Planning:Investment management only
Minimum Annual Fee:$75,000
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Location

20 Greenway Plaza, Suite 450, Houaton, TX, 77046

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History

Regulatory History (1)
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Regulatory
September 2004
Final
Other Business Activities

John is a board member of Bridgeway Emerging Markets Small Cap Fund (Cayman), Ltd., dedicating minimal time. He is also a trustee for The Bridgeway Special Purpose Trust and board chair/director for Resolve, a non-governmental organization, spending minimal time on each.

Employment History
Current Registrations
Bridgeway Capital Management, LLC
December 1997 - Present · 28 yrs 2 mos
Previous Registrations
Foreside Fund Services, LLCBroker
March 2004 - July 2010 · 6 yrs 4 mos
Bridgeway Capital Management, INC.Broker
July 1994 - November 1998 · 4 yrs 4 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.