Montgomery Investment Management Inc.

Montgomery Investment Management Inc. (CRD# 105417) is a financial advisory firm headquartered in Rockville, MD. They manage $364,207,038 in 118 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details

6229 Executive Blvd, Rockville, MD 20852

http://www.miminvest.com

By the Numbers

Total Assets Under Management

364

MILLION
Total Number of Accounts

118

ACCOUNTS
Average Account Value

$3,086,500

Compensation Options

A percentage of assets under your management

Advisory Services Offered

Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

CA, FL, MD, NC, VA

Financial Advisors at Montgomery Investment Management Inc.

Showing 1 - 2 of 2 top financial advisors.

Calvin S. Koonce

CRD#: 706385

6229 Executive Blvd, Rockville, MD 20852

Calvin Koonce (CRD# 706385) is an Investment Advisor Representative working at Montgomery Investment Management Inc. in Rockville, MD and has over 42 years of experience in the finance industry.

Franklin S. Koonce

CRD#: 2510250

6229 Executive Blvd, Rockville, MD 20852

Franklin Koonce (CRD# 2510250) is an Investment Advisor Representative working at Montgomery Investment Management Inc. in Rockville, MD and has over 29 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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