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MONTGOMERY INVESTMENT MANAGEMENT INC
CRD 105417 · SEC 801-30150
6229 EXECUTIVE BLVD, ROCKVILLE, MD, 20852, United States
Phone
301-897-9700
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$490.0M
Discretionary AUM
$311.4M
Team
3 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-20
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 107 | $487.6M |
| Charitable organizations | 1 | $2.3M |
States served
CA, MD, NC, VA, FL
All web addresses on file
Official SEC filing: View on IAPD