Montgomery Investment Management is an investment advisor in Rockville with $335.07 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
521513769
SEC advisor number
801-30150
FINRA CRD number
105417
AUM ?
$364.21 mm
(as of 20 Feb 24)
Accounts
118
(as of 20 Feb 24)
Employees
3
(2 investment advisory or research)
Address
Montgomery Investment Management
6229 EXECUTIVE BOULEVARD
ROCKVILLE
MD 20852
6229 EXECUTIVE BOULEVARD
ROCKVILLE
MD 20852
Phone
3018979700
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
1 May 24
13F-HR
Quarterly holdings report by institutional manager
29 Jan 24
13F-HR
Quarterly holdings report by institutional manager
27 Oct 23
13F-HR
Quarterly holdings report by institutional manager
2 Aug 23
13F-HR
Quarterly holdings report by institutional manager
8 May 23
13F-HR
Quarterly holdings report by institutional manager
31 Jan 23
13F-HR
Quarterly holdings report by institutional manager
27 Oct 22
13F-HR
Quarterly holdings report by institutional manager
4 Aug 22
13F-HR
Quarterly holdings report by institutional manager
2 May 22
13F-HR
Quarterly holdings report by institutional manager
25 Jan 22