| 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 |
Montgomery Investment Management Inc reports $451.2 million in regulatory assets under management on its Form ADV.
Montgomery Investment Management Inc reports 3 employees.
Montgomery Investment Management Inc is based in Rockville, MD and has been SEC-registered since 1987.
Montgomery Investment Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $290.7M |
| Non-discretionary | $160.5M |
| Total (RAUM) | $451.2M |