Montgomery Investment Management Inc.

Montgomery Investment Management Inc. (CRD# 105417) is a financial advisory firm headquartered in Rockville, MD. They manage $206,869,559 in 137 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    207
    MILLION
  • Total Number of Accounts
    137
    ACCOUNTS
  • Average Account Value
    $1,509,997
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, CA, FL, GA, MD, NC, VA, VI

Financial Advisors at Montgomery Investment Management Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Joel F. Conn
CRD#: 2353159
1950 Stonegate Drive, Ste 335, Birmingham, AL 35242
93
Wealthminder
score

Joel Conn (CRD# 2353159) is an Investment Advisor Representative working at Montgomery Investment Management Inc. in Birmingham, AL and has over 23 years of experience in the finance industry.

2
Franklin S. Koonce
CRD#: 2510250
6229 Executive Blvd, Rockville, MD 20852
93
Wealthminder
score

Franklin Koonce (CRD# 2510250) is an Investment Advisor Representative working at Montgomery Investment Management Inc. in Rockville, MD and has over 22 years of experience in the finance industry.

3
Calvin S. Koonce
CRD#: 706385
6229 Executive Blvd, Rockville, MD 20852
73
Wealthminder
score

Calvin Koonce (CRD# 706385) is an Investment Advisor Representative working at Montgomery Investment Management Inc. in Rockville, MD and has over 35 years of experience in the finance industry.

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