Overview
Assets Under Management: $451 million
Headquarters: ROCKVILLE, MD
High-Net-Worth Clients: 114
Average Client Assets: $4 million
Frequently Asked Questions
MONTGOMERY INVESTMENT MANAGEMENT INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #105417), MONTGOMERY INVESTMENT MANAGEMENT INC is subject to fiduciary duty under federal law.
MONTGOMERY INVESTMENT MANAGEMENT INC is headquartered in ROCKVILLE, MD.
MONTGOMERY INVESTMENT MANAGEMENT INC serves 114 high-net-worth clients according to their SEC filing dated February 28, 2025. View client details ↓
According to their SEC Form ADV, MONTGOMERY INVESTMENT MANAGEMENT INC offers portfolio management for individuals. View all service details ↓
MONTGOMERY INVESTMENT MANAGEMENT INC manages $451 million in client assets according to their SEC filing dated February 28, 2025.
According to their SEC Form ADV, MONTGOMERY INVESTMENT MANAGEMENT INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 114
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.52
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 115
Discretionary Accounts: 94
Non-Discretionary Accounts: 21
Regulatory Filings
CRD Number: 105417
Last Filing Date: 2025-02-28 00:00:00
Website: https://miminvest.com