Montague Guild,Jr.
Guild Investment Management · Westlake Village, California
Montague Guild,Jr. is a fee-only financial advisor at Guild Investment Management in Westlake Village, California. Guild Investment Management reports charging a percentage of assets and a subscription on its Form ADV.
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Facts
| Firm | Guild Investment Management |
|---|---|
| Based in | Westlake Village, California |
| Fee model (firm's Form ADV) | Percentage of assets · Subscription |
| Accepting new clients | Yes |
| Assets under management | $185.2M across 211 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 4362959 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.guildinvestment.com |
How Montague's firm compares
- Guild Investment Management's average account is about $878,000, from its Form ADV (assets managed divided by 211 accounts).
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Questions about Montague
Is Montague Guild,Jr. a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Montague holds no broker registration, and Guild Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Montague charge for financial advice?
Montague's firm, Guild Investment Management, reports charging a percentage of assets and a subscription on its SEC Form ADV.
Where is Montague Guild,Jr. based?
Montague Guild,Jr. is based in Westlake Village, California.
Is Montague Guild,Jr. registered with the SEC?
Yes. Montague Guild,Jr. is registered as an investment adviser representative in CA and TX (CRD 4362959), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Guild Investment Management manage?
Guild Investment Management reports $185.2M across 211 accounts in assets under management.
How do I contact Montague Guild,Jr.?
Through Montague's website, www.guildinvestment.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Guild Investment Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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