|
⚲
|
| Montgomery Investment Management Inc
✚
|
|
|---|---|
| CRD # | 105417 |
| SEC # | 801-30150 |
| CIK # | 0001272544 |
| AUM | $451.2 M (2025-02-28) |
| Employees | 3 (67% Investors, 33% Brokers) |
| Phone | 301-897-9700 |
| Address | 6229 Executive Blvd Rockville, MD 20852 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| United Rentals Inc /DE | 25.6 | ||
| VSE Corp | 19.4 | ||
| BB&T Corp | 13.7 | ||
| Deere & Co | 13.0 | ||
| International Business Machines Corp | 11.1 | ||
| NVR Inc | 10.8 | ||
| Apple Inc | 10.3 | ||
| Conocophillips | 8.4 | ||
| Lennar Corp /New/ | 7.5 | ||
| Chevron Corp | 6.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 114 | 449.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 2.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 115 | 451.2 |
| By Discretionary | ||
| Discretionary | 94 | 290.7 |
| Non-Discretionary | 21 | 160.5 |
| Total | 115 | 451.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 451.2 | |
| Total | 115 | 451.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001272544] | |
| SC 13G | [0001272544] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Montgomery Investment Management Inc | VSE Corp | [2015-02-17] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Integrated Financial Strategies LLC
✚
|
FL | 0.5 |
|
Financial Designs Corporation
✚
|
CA | 0.5 |
|
Quantitative Process LLC
✚
|
NC | 0.5 |
|
The Cavanaugh Group Inc
✚
|
SC | 0.5 |
|
Peak Financial Management Inc
✚
|
MA | 0.5 |
|
Pension & Wealth Management Advisors Inc
✚
|
MA | 0.5 |
|
Legacy Financial Independent Advisors LLC
✚
|
KY | 0.5 |
|
Carl P Sherr & Co LLC
✚
|
MA | 0.5 |
|
Twenty-First Tailored Solutions Inc
✚
|
0.5 | |
|
DST Wealth Management LLC
✚
|
CA | 0.4 |