MONTGOMERY INVESTMENT MANAGEMENT INC
CRD #105417 SEC #801-30150 ROCKVILLE, MD 301-897-9700
SEC Registered
Total AUM
$451.2M
Discretionary
$290.7M
Employees
3
Clients
--
Accounts
115
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $451.2M | $290.7M | $160.5M | 3 | 0 |
| Feb 2024 | $364.2M | $271.7M | $92.5M | 3 | 0 |
| Jan 2024 | $364.2M | $271.7M | $92.5M | 3 | 0 |
| Aug 2023 | $340.5M | $255.1M | $85.4M | 3 | 0 |
| Aug 2023 | $340.5M | $255.1M | $85.4M | 3 | 0 |
| Jan 2023 | $318M | $238.2M | $79.8M | 4 | 0 |
| Oct 2022 | $335.1M | $251.7M | $83.4M | 4 | 0 |
| Mar 2022 | $335.1M | $251.7M | $83.4M | 4 | 0 |
| Mar 2021 | $253.5M | $193.3M | $60.2M | 4 | 0 |
| Dec 2020 | $276.1M | $193.9M | $82.2M | 4 | 0 |
| Dec 2020 | $276.1M | $193.9M | $82.2M | 4 | 0 |
| Oct 2020 | $276.1M | $193.9M | $82.2M | 4 | 0 |
| Jun 2020 | $276.1M | $193.9M | $82.2M | 4 | 0 |
| Feb 2020 | $276.1M | $193.9M | $82.2M | 4 | 0 |
| Feb 2019 | $221.8M | $158.2M | $63.6M | 4 | 0 |
| Mar 2018 | $277M | $196.6M | $80.4M | 4 | 0 |
| Mar 2018 | $277M | $196.6M | $80.4M | 4 | 0 |
| May 2017 | $262.7M | $190M | $72.7M | 4 | 100 |
| Apr 2017 | $262.7M | $190M | $72.7M | 4 | 100 |
| Feb 2017 | $270.5M | $197.7M | $72.7M | 5 | 100 |
| Oct 2016 | $249.9M | $183.2M | $66.8M | 5 | 100 |
| Jun 2016 | $206.9M | $145.4M | $61.5M | 4 | 100 |
| Jun 2016 | $206.9M | $145.4M | $61.5M | 4 | 100 |
| Jun 2016 | $204M | $144.6M | $59.4M | 4 | 100 |
| Mar 2016 | $204M | $144.6M | $59.4M | 4 | 100 |
| Jan 2016 | $204M | $144.6M | $59.4M | 4 | 100 |
| Oct 2015 | $208.6M | $145.4M | $63.2M | 4 | 100 |
| Mar 2015 | $246.5M | $175.4M | $71.1M | 5 | 100 |
| Jan 2015 | $220.9M | $138.2M | $82.7M | 5 | 137 |
| Jan 2015 | $220.9M | $138.2M | $82.7M | 5 | 137 |
| Jan 2015 | $220.9M | $138.2M | $82.7M | 5 | 137 |
| Dec 2014 | $220.9M | $138.2M | $82.7M | 5 | 137 |
| Nov 2014 | $220.9M | $138.2M | $82.7M | 5 | 137 |
| Mar 2014 | $220.9M | $138.2M | $82.7M | 5 | 137 |
| Dec 2013 | $300.8M | $215.6M | $85.2M | 5 | 300 |
| Nov 2013 | $300.8M | $215.6M | $85.2M | 5 | 300 |
| Oct 2013 | $300.8M | $215.6M | $85.2M | 5 | 300 |
| Oct 2013 | $300.8M | $215.6M | $85.2M | 5 | 300 |
| Feb 2013 | $296.7M | $217.1M | $79.6M | 6 | 300 |
| Nov 2012 | $320.2M | $239.2M | $81.1M | 5 | 300 |
| Apr 2012 | $320.2M | $239.2M | $81.1M | 1 | 300 |
| Mar 2012 | $320.2M | $239.2M | $81.1M | 1 | 300 |
| Dec 2011 | $288M | $219.2M | $68.8M | 1 | 300 |
| Jul 2011 | $308M | $233.3M | $74.8M | 5 | -- |
| Mar 2011 | $308M | $233.3M | $74.8M | 5 | -- |
| Mar 2010 | $279.8M | $214.5M | $65.2M | 5 | -- |
| Mar 2010 | $279.8M | $214.5M | $65.2M | 5 | -- |
| Jan 2010 | $279.8M | $214.5M | $65.2M | 5 | -- |
| Oct 2009 | $243.2M | $184.3M | $58.8M | 5 | -- |
| Jan 2008 | $345.4M | $254.6M | $90.9M | 5 | -- |
| Jan 2008 | $327.3M | $241.2M | $86.1M | 5 | -- |
| Oct 2007 | $327.3M | $241.2M | $86.1M | 5 | -- |
| Oct 2007 | $327.3M | $241.2M | $86.1M | 5 | -- |
| Feb 2007 | $327.3M | $241.2M | $86.1M | 5 | -- |
| Jan 2007 | $327.3M | $241.2M | $86.1M | 5 | -- |
| Jan 2006 | $284.4M | $206.6M | $77.7M | 5 | -- |
| Sep 2005 | $205.3M | $142.6M | $62.8M | 5 | -- |
| Sep 2005 | $206.2M | $140.2M | $66M | 5 | -- |
| May 2005 | $205.3M | $142.6M | $62.8M | 5 | -- |
| May 2005 | $205.3M | $142.6M | $62.8M | 5 | -- |
| May 2005 | $205.3M | $142.6M | $62.8M | 5 | -- |
| Jul 2004 | $189.7M | $122.6M | $67.1M | 5 | -- |
| Nov 2003 | $146.3M | $56.1M | $90.2M | 5 | -- |
| Mar 2002 | $118.8M | $40.4M | $78.4M | 5 | -- |
| Mar 2002 | $101.6M | $34.2M | $67.4M | 5 | -- |
DateFeb 2025
Total AUM$451.2M
Discretionary$290.7M
Non-Disc.$160.5M
Employees3
Clients0
DateFeb 2024
Total AUM$364.2M
Discretionary$271.7M
Non-Disc.$92.5M
Employees3
Clients0
DateJan 2024
Total AUM$364.2M
Discretionary$271.7M
Non-Disc.$92.5M
Employees3
Clients0
DateAug 2023
Total AUM$340.5M
Discretionary$255.1M
Non-Disc.$85.4M
Employees3
Clients0
DateAug 2023
Total AUM$340.5M
Discretionary$255.1M
Non-Disc.$85.4M
Employees3
Clients0
DateJan 2023
Total AUM$318M
Discretionary$238.2M
Non-Disc.$79.8M
Employees4
Clients0
DateOct 2022
Total AUM$335.1M
Discretionary$251.7M
Non-Disc.$83.4M
Employees4
Clients0
DateMar 2022
Total AUM$335.1M
Discretionary$251.7M
Non-Disc.$83.4M
Employees4
Clients0
DateMar 2021
Total AUM$253.5M
Discretionary$193.3M
Non-Disc.$60.2M
Employees4
Clients0
DateDec 2020
Total AUM$276.1M
Discretionary$193.9M
Non-Disc.$82.2M
Employees4
Clients0
DateDec 2020
Total AUM$276.1M
Discretionary$193.9M
Non-Disc.$82.2M
Employees4
Clients0
DateOct 2020
Total AUM$276.1M
Discretionary$193.9M
Non-Disc.$82.2M
Employees4
Clients0
DateJun 2020
Total AUM$276.1M
Discretionary$193.9M
Non-Disc.$82.2M
Employees4
Clients0
DateFeb 2020
Total AUM$276.1M
Discretionary$193.9M
Non-Disc.$82.2M
Employees4
Clients0
DateFeb 2019
Total AUM$221.8M
Discretionary$158.2M
Non-Disc.$63.6M
Employees4
Clients0
DateMar 2018
Total AUM$277M
Discretionary$196.6M
Non-Disc.$80.4M
Employees4
Clients0
DateMar 2018
Total AUM$277M
Discretionary$196.6M
Non-Disc.$80.4M
Employees4
Clients0
DateMay 2017
Total AUM$262.7M
Discretionary$190M
Non-Disc.$72.7M
Employees4
Clients100
DateApr 2017
Total AUM$262.7M
Discretionary$190M
Non-Disc.$72.7M
Employees4
Clients100
DateFeb 2017
Total AUM$270.5M
Discretionary$197.7M
Non-Disc.$72.7M
Employees5
Clients100
DateOct 2016
Total AUM$249.9M
Discretionary$183.2M
Non-Disc.$66.8M
Employees5
Clients100
DateJun 2016
Total AUM$206.9M
Discretionary$145.4M
Non-Disc.$61.5M
Employees4
Clients100
DateJun 2016
Total AUM$206.9M
Discretionary$145.4M
Non-Disc.$61.5M
Employees4
Clients100
DateJun 2016
Total AUM$204M
Discretionary$144.6M
Non-Disc.$59.4M
Employees4
Clients100
DateMar 2016
Total AUM$204M
Discretionary$144.6M
Non-Disc.$59.4M
Employees4
Clients100
DateJan 2016
Total AUM$204M
Discretionary$144.6M
Non-Disc.$59.4M
Employees4
Clients100
DateOct 2015
Total AUM$208.6M
Discretionary$145.4M
Non-Disc.$63.2M
Employees4
Clients100
DateMar 2015
Total AUM$246.5M
Discretionary$175.4M
Non-Disc.$71.1M
Employees5
Clients100
DateJan 2015
Total AUM$220.9M
Discretionary$138.2M
Non-Disc.$82.7M
Employees5
Clients137
DateJan 2015
Total AUM$220.9M
Discretionary$138.2M
Non-Disc.$82.7M
Employees5
Clients137
DateJan 2015
Total AUM$220.9M
Discretionary$138.2M
Non-Disc.$82.7M
Employees5
Clients137
DateDec 2014
Total AUM$220.9M
Discretionary$138.2M
Non-Disc.$82.7M
Employees5
Clients137
DateNov 2014
Total AUM$220.9M
Discretionary$138.2M
Non-Disc.$82.7M
Employees5
Clients137
DateMar 2014
Total AUM$220.9M
Discretionary$138.2M
Non-Disc.$82.7M
Employees5
Clients137
DateDec 2013
Total AUM$300.8M
Discretionary$215.6M
Non-Disc.$85.2M
Employees5
Clients300
DateNov 2013
Total AUM$300.8M
Discretionary$215.6M
Non-Disc.$85.2M
Employees5
Clients300
DateOct 2013
Total AUM$300.8M
Discretionary$215.6M
Non-Disc.$85.2M
Employees5
Clients300
DateOct 2013
Total AUM$300.8M
Discretionary$215.6M
Non-Disc.$85.2M
Employees5
Clients300
DateFeb 2013
Total AUM$296.7M
Discretionary$217.1M
Non-Disc.$79.6M
Employees6
Clients300
DateNov 2012
Total AUM$320.2M
Discretionary$239.2M
Non-Disc.$81.1M
Employees5
Clients300
DateApr 2012
Total AUM$320.2M
Discretionary$239.2M
Non-Disc.$81.1M
Employees1
Clients300
DateMar 2012
Total AUM$320.2M
Discretionary$239.2M
Non-Disc.$81.1M
Employees1
Clients300
DateDec 2011
Total AUM$288M
Discretionary$219.2M
Non-Disc.$68.8M
Employees1
Clients300
DateJul 2011
Total AUM$308M
Discretionary$233.3M
Non-Disc.$74.8M
Employees5
Clients--
DateMar 2011
Total AUM$308M
Discretionary$233.3M
Non-Disc.$74.8M
Employees5
Clients--
DateMar 2010
Total AUM$279.8M
Discretionary$214.5M
Non-Disc.$65.2M
Employees5
Clients--
DateMar 2010
Total AUM$279.8M
Discretionary$214.5M
Non-Disc.$65.2M
Employees5
Clients--
DateJan 2010
Total AUM$279.8M
Discretionary$214.5M
Non-Disc.$65.2M
Employees5
Clients--
DateOct 2009
Total AUM$243.2M
Discretionary$184.3M
Non-Disc.$58.8M
Employees5
Clients--
DateJan 2008
Total AUM$345.4M
Discretionary$254.6M
Non-Disc.$90.9M
Employees5
Clients--
DateJan 2008
Total AUM$327.3M
Discretionary$241.2M
Non-Disc.$86.1M
Employees5
Clients--
DateOct 2007
Total AUM$327.3M
Discretionary$241.2M
Non-Disc.$86.1M
Employees5
Clients--
DateOct 2007
Total AUM$327.3M
Discretionary$241.2M
Non-Disc.$86.1M
Employees5
Clients--
DateFeb 2007
Total AUM$327.3M
Discretionary$241.2M
Non-Disc.$86.1M
Employees5
Clients--
DateJan 2007
Total AUM$327.3M
Discretionary$241.2M
Non-Disc.$86.1M
Employees5
Clients--
DateJan 2006
Total AUM$284.4M
Discretionary$206.6M
Non-Disc.$77.7M
Employees5
Clients--
DateSep 2005
Total AUM$205.3M
Discretionary$142.6M
Non-Disc.$62.8M
Employees5
Clients--
DateSep 2005
Total AUM$206.2M
Discretionary$140.2M
Non-Disc.$66M
Employees5
Clients--
DateMay 2005
Total AUM$205.3M
Discretionary$142.6M
Non-Disc.$62.8M
Employees5
Clients--
DateMay 2005
Total AUM$205.3M
Discretionary$142.6M
Non-Disc.$62.8M
Employees5
Clients--
DateMay 2005
Total AUM$205.3M
Discretionary$142.6M
Non-Disc.$62.8M
Employees5
Clients--
DateJul 2004
Total AUM$189.7M
Discretionary$122.6M
Non-Disc.$67.1M
Employees5
Clients--
DateNov 2003
Total AUM$146.3M
Discretionary$56.1M
Non-Disc.$90.2M
Employees5
Clients--
DateMar 2002
Total AUM$118.8M
Discretionary$40.4M
Non-Disc.$78.4M
Employees5
Clients--
DateMar 2002
Total AUM$101.6M
Discretionary$34.2M
Non-Disc.$67.4M
Employees5
Clients--