MONTGOMERY INVESTMENT MANAGEMENT INC

6229 Executive Blvd
Rockville, Maryland 20852
Tel: 301-897-9700

About MONTGOMERY INVESTMENT MANAGEMENT INC

MONTGOMERY INVESTMENT MANAGEMENT INC, formally registered with the SEC as MONTGOMERY INVESTMENT MANAGEMENT INC. The firm was established in 08/06/1987. They have over 3 offices throughout the country.

MONTGOMERY INVESTMENT MANAGEMENT INC is a Rockville, Maryland based Financial Planning firm with nearly $451,205,884 assets under management, offering retirement planning & investment advisory services to 115 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105417
SEC#	801-30150
Assets Managed by Firm	$451,205,884
No. of Clients	115
No. of Advisors	3

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	115	$451,205,884
High net worth individuals	114	$449,033,558
Charitable organizations	1	$2,172,326

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