Active

MONTGOMERY INVESTMENT MANAGEMENT INC

Investment AdviceROCKVILLE, MD

Assets Under Management

$451.2M

Total AUM

Donut chart: Discretionary 290.7M, Non-Discretionary 160.5M
Category	Value
Discretionary	290.7M
Non-Discretionary	160.5M

Adviser Information

Field	Value
CRD Number	105417
SEC Number	801-30150
Street Address	6229 EXECUTIVE BLVD
Location	ROCKVILLE, MD 20852
Country	United States
Phone	301-897-9700
Total Employees	3

Client Count by Type (115 Total)

Horizontal bar chart: High Net Worth Individual… 114, Charitable Organizations 1
Category	Value
High Net Worth Individual…	114
Charitable Organizations	1

Montgomery Investment Management Inc, MD — Investment Adviser | BuildTrust