MONTGOMERY BROTHERS INC
CRD #111105 SEC #801-56351 BETHESDA, MD 301-652-6950
SEC Registered
Total AUM
$90.6M
Discretionary
$89.4M
Employees
1
Clients
--
Accounts
138
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2013 | $96.2M | $95M | $1.2M | 2 | 26 |
| Mar 2012 | $90.6M | $89.4M | $1.2M | 1 | 26 |
| Mar 2008 | $92.6M | $91.4M | $1.2M | 5 | -- |
| Dec 2007 | $93.4M | $92.1M | $1.3M | 5 | -- |
| Mar 2007 | $93.4M | $92.1M | $1.3M | 5 | -- |
| Jan 2007 | $93.4M | $92.1M | $1.3M | 5 | -- |
| Mar 2006 | $80.1M | $80.1M | $0 | 5 | -- |
| Mar 2006 | $80.1M | $80.1M | $0 | 5 | -- |
| Feb 2006 | $133.6M | $127.9M | $5.7M | 10 | -- |
| Sep 2005 | $128.4M | $120.3M | $8.1M | 10 | -- |
| May 2005 | $128.4M | $120.3M | $8.1M | 10 | -- |
| Mar 2004 | $125.9M | $118.1M | $7.8M | 5 | -- |
| Dec 2003 | $74.2M | $67.1M | $7.1M | 5 | -- |
| Apr 2002 | $78.2M | $70.2M | $8M | 5 | -- |
| Mar 2002 | $78.2M | $70.2M | $8M | 5 | -- |
DateMar 2013
Total AUM$96.2M
Discretionary$95M
Non-Disc.$1.2M
Employees2
Clients26
DateMar 2012
Total AUM$90.6M
Discretionary$89.4M
Non-Disc.$1.2M
Employees1
Clients26
DateMar 2008
Total AUM$92.6M
Discretionary$91.4M
Non-Disc.$1.2M
Employees5
Clients--
DateDec 2007
Total AUM$93.4M
Discretionary$92.1M
Non-Disc.$1.3M
Employees5
Clients--
DateMar 2007
Total AUM$93.4M
Discretionary$92.1M
Non-Disc.$1.3M
Employees5
Clients--
DateJan 2007
Total AUM$93.4M
Discretionary$92.1M
Non-Disc.$1.3M
Employees5
Clients--
DateMar 2006
Total AUM$80.1M
Discretionary$80.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$80.1M
Discretionary$80.1M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$133.6M
Discretionary$127.9M
Non-Disc.$5.7M
Employees10
Clients--
DateSep 2005
Total AUM$128.4M
Discretionary$120.3M
Non-Disc.$8.1M
Employees10
Clients--
DateMay 2005
Total AUM$128.4M
Discretionary$120.3M
Non-Disc.$8.1M
Employees10
Clients--
DateMar 2004
Total AUM$125.9M
Discretionary$118.1M
Non-Disc.$7.8M
Employees5
Clients--
DateDec 2003
Total AUM$74.2M
Discretionary$67.1M
Non-Disc.$7.1M
Employees5
Clients--
DateApr 2002
Total AUM$78.2M
Discretionary$70.2M
Non-Disc.$8M
Employees5
Clients--
DateMar 2002
Total AUM$78.2M
Discretionary$70.2M
Non-Disc.$8M
Employees5
Clients--