Montgomery Investment Management Inc.

Montgomery Investment Management Inc. (CRD# 105417) is a financial advisory firm headquartered in Rockville, MD. They manage $262,704,530 in 192 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    263
    MILLION
  • Total Number of Accounts
    192
    ACCOUNTS
  • Average Account Value
    $1,368,253
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

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 24 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 23 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 36 years of experience in the finance industry.

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