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Anthony Michael Montenegro

1 Year of Experience
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
56 advisors
Number of Clients
4,407 clients
Average Client Portfolio
$145K average
Assets Under Management
$639.2M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
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Location

3980 Old Milton Parkway, Alpharetta, GA, 30005

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Anthony owns Black Mountain Marketing Inc., a marketing and management company, dedicating minimal time. He also owns 50% of Bungalow Salon Suites, a hair salon, spending minimal time on this venture.

Employment History
Current Registrations
Gibbs Wealth Management, LLC
April 2024 - Present · 1 yr 10 mos
State Registrations2 states
CANV
Advisor
Exams
No exam information available for this advisor.