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Calvin Scott Koonce

MONTGOMERY INVESTMENT MANAGEMENT INC·ROCKVILLE, Maryland
Unclaimed Profile
6229 EXECUTIVE BLVD, ROCKVILLE, MD 20852CRD# 706385Firm CRD# 105417
01

About

Calvin Scott Koonce is a registered financial advisor based in ROCKVILLE, Maryland, affiliated with MONTGOMERY INVESTMENT MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
MONTGOMERY INVESTMENT MANAGEMENT INC
MONTGOMERY INVESTMENT MANAGEMENT INC
AUM
$364M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at MONTGOMERY INVESTMENT MANAGEMENT INC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 706385
Firm CRD# 105417
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Calvin Scott Koonce offer?
Calvin Scott Koonce specializes in Investment Management, Fee-Only Advisory. Contact their office in ROCKVILLE, Maryland for a consultation.
What are Calvin Scott Koonce's credentials?
Calvin Scott Koonce is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Calvin Scott Koonce located?
Calvin Scott Koonce is based in ROCKVILLE, Maryland, working with MONTGOMERY INVESTMENT MANAGEMENT INC. Their office serves clients in the ROCKVILLE metropolitan area and surrounding communities.
How does Calvin Scott Koonce charge for services?
Calvin Scott Koonce's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MONTGOMERY INVESTMENT MANAGEMENT INC?
MONTGOMERY INVESTMENT MANAGEMENT INC has approximately 3 employees and manages $364M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MONTGOMERY INVESTMENT MANAGEMENT INC

Laura Catherine Murphy
ROCKVILLE, MD
Franklin Scott Koonce
ROCKVILLE, MD
Janet Bell Koonce
ROCKVILLE, MD
Kathleen Koonce Goodier
ROCKVILLE, MD
Virginia Koonce Craig
ROCKVILLE, MD
Martin Foote Oppenheimer
ROCKVILLE, MD

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Research
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