Montgomery Investment Management Inc
Montgomery Investment Management Inc is an SEC-registered wealth manager in Rockville, MD with $490.0M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Montgomery Investment Management Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 105417, SEC 801-30150, data through 2026-02-20.
- AUM (assets under management / regulatory AUM)
- $490.0M (2026-02-20)
- Firm type
- Wealth Manager
- Location
- Rockville, MD
- Employees
- 3
- Clients
- 108
- CRD
- 105417
- Ownership
- KOONCE, CALVIN, SCOTT; KOONCE, FRANKLIN, SCOTT; KOONCE, JANET, BELL; OPPENHEIMER, MARTIN, FOOTE; CRAIG, VIRGINIA, KOONCE
How much AUM does Montgomery Investment Management Inc have?
Montgomery Investment Management Inc reported $490.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-20).
Who owns Montgomery Investment Management Inc?
Disclosed owners and executives of Montgomery Investment Management Inc include KOONCE, CALVIN, SCOTT, KOONCE, FRANKLIN, SCOTT, KOONCE, JANET, BELL, OPPENHEIMER, MARTIN, FOOTE, CRAIG, VIRGINIA, KOONCE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.