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MONTGOMERY INVESTMENT MANAGEMENT INC
MONTGOMERY INVESTMENT MANAGEMENT INC
ROCKVILLE, Maryland
·
7 registered advisors
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CRD# 105417
SEC# 801-30150
2
301-897-9700
01
Firm Overview
AUM
$364M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at MONTGOMERY INVESTMENT MANAGEMENT INC
7 registered advisors
Calvin Scott Koonce
ROCKVILLE, Maryland
CRD# 706385
Franklin Scott Koonce
ROCKVILLE, Maryland
CRD# 2510250
Janet Bell Koonce
ROCKVILLE, Maryland
CRD# 1473339
Kathleen Koonce Goodier
ROCKVILLE, Maryland
CRD# 1855916
Laura Catherine Murphy
ROCKVILLE, Maryland
CRD# 1265676
Martin Foote Oppenheimer
ROCKVILLE, Maryland
CRD# 722978
Virginia Koonce Craig
ROCKVILLE, Maryland
CRD# 1473341
05
Office Locations
ROCKVILLE, Maryland
7 advisors
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Data sourced from SEC Form ADV filings. MONTGOMERY INVESTMENT MANAGEMENT INC (CRD# 105417) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.