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Building 2MONTGOMERY INVESTMENT MANAGEMENT INC

Map pinROCKVILLE, MD
Phone301-897-9700
NotebookSEC #801-30150
Total AUM
$490M
Employees
3
Clients
108

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6229 EXECUTIVE BLVD
ROCKVILLE
MD 20852
United States
Operating Hours
9:30 - 5:30
Monday - Friday
Phone
301-897-9700
Other Offices
2

ReceiptFinancials

Total AUM
$490M
Accounts
108
Discretionary
$311.4M
Accounts
88
Non-Discretionary
$178.6M
Accounts
20

ContactClients

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HNW Individual Clients
107
AUM
$487.6M
Charitable Organization Clients
1
AUM
$2.3M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMDNCVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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