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Martin Foote Oppenheimer

MONTGOMERY INVESTMENT MANAGEMENT INC·ROCKVILLE, Maryland
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6229 EXECUTIVE BLVD, ROCKVILLE, MD 20852CRD# 722978Firm CRD# 105417
01

About

Martin Foote Oppenheimer 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# 722978
Firm CRD# 105417
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Martin Foote Oppenheimer offer?
Martin Foote Oppenheimer specializes in Investment Management, Fee-Only Advisory. Contact their office in ROCKVILLE, Maryland for a consultation.
What are Martin Foote Oppenheimer's credentials?
Martin Foote Oppenheimer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Martin Foote Oppenheimer located?
Martin Foote Oppenheimer 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 Martin Foote Oppenheimer charge for services?
Martin Foote Oppenheimer'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

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Calvin Scott Koonce
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ROCKVILLE, MD
Janet Bell Koonce
ROCKVILLE, MD
Kathleen Koonce Goodier
ROCKVILLE, MD
Virginia Koonce Craig
ROCKVILLE, MD

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Research
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