RIA Intelligence

MONTGOMERY ASSET MANAGEMENT LLC

CRD #107963 SEC #801-54803 SAN FRANCISCO, CA 415-248-6000
SEC Registered
Total AUM
$7.5B
Discretionary
$6.5B
Employees
51
Clients
--
Accounts
286

AUM Over Time

DateMar 2002
Total AUM$7.5B
Discretionary$6.5B
Non-Disc.$972.5M
Employees51
Clients--
DateAug 2001
Total AUM$9.2B
Discretionary$8.2B
Non-Disc.$956.4M
Employees51
Clients--
DateJun 2001
Total AUM$9.2B
Discretionary$8.2B
Non-Disc.$956.4M
Employees51
Clients--