MONTGOMERY INVESTMENT MANAGEMENT INC
SEC Form ADV profile.
Total regulatory AUM
$489,951,330
Discretionary
$311,388,825
Non-discretionary
$178,562,505
Firm details
- CRD number
- 105417
- SEC file number
- 801-30150
- Main office
- ROCKVILLE, MD, United States
- Employees
- 3
- SEC status
- Approved
- Website
- HTTP://WWW.MIMINVEST.COM
- Fee structure
-
Percentage of AUM
As of October 2026.