Montgomery Investment Management Inc
● SEC registered since 1987CRD 105417SEC# 801-30150Rockville, MD
Reg. AUM
$490M
Employees
3
Accounts
108
Location
Rockville, MD
Montgomery Investment Management Inc assets under management
Montgomery Investment Management Inc is an investment advisory firm registered with the SEC based in Rockville, MD. The firm has been registered since 1987. It reports $490 million in regulatory assets under management and employs 3 people.
Montgomery Investment Management Inc owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Calvin Scott Koonce Control | Chairman/Managing Dir. | Over 75% | 1987 |
| Franklin Scott Koonce Control | President/Cfo/Treas./Cco/Managing Dir. | 5-10% | 1998 |
| Janet Bell Koonce Control | Vp/Director | Under 5% | 1987 |
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Join to unlock · $37/moFrequently asked questions
How much does Montgomery Investment Management Inc manage?
Montgomery Investment Management Inc reports $490 million in regulatory assets under management on its Form ADV.
How many employees does Montgomery Investment Management Inc have?
Montgomery Investment Management Inc reports 3 employees.
Where is Montgomery Investment Management Inc located?
Montgomery Investment Management Inc is based in Rockville, MD and has been SEC-registered since 1987.
Does Montgomery Investment Management Inc disclose fund performance?
Montgomery Investment Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6229 Executive Blvd, Rockville, MD 20852 |
| Phone | 301-897-9700 |
| Office hours | 9:30 - 5:30 |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$490M▲ 9%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 49%
Larger than 51% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$490Mregulatory AUM
Discretionary $311.4MNon-discretionary $178.6M