MONTGOMERY INVESTMENT MANAGEMENT INC

ROCKVILLE, Maryland·4 registered advisors·CRD# 105417
SEC# 801-301502301-897-9700
01

Firm Overview

AUM
$364M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03

Specialties

Investment ManagementFee-Only Advisory
04

Advisors at MONTGOMERY INVESTMENT MANAGEMENT INC

4 registered advisors
Calvin Scott Koonce
ROCKVILLE, Maryland
Franklin Scott Koonce
ROCKVILLE, Maryland
Laura Catherine Murphy
ROCKVILLE, Maryland
Martin Foote Oppenheimer
ROCKVILLE, Maryland
05

Office Locations

ROCKVILLE, Maryland
4 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.