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
Firm Details
- Organization Type
- Corporation
- State of Formation
- District of Columbia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 14, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BAYLY, SUSAN, LEONARD | I | OWNER | NA | |
| BAYLY, SUSAN, LEONARD | I | OWNER | NA | |
| MONTGOMERY, JOHN, EDWARD | I | PRESIDENT, DIRECTOR | E | Control |
| MONTGOMERY, JOHN, EDWARD | I | PRESIDENT, DIRECTOR | E | Control |
| MONTGOMERY, JOHN, EDWARD | I | PRESIDENT, DIRECTOR | E | Control |
| MONTGOMERY, JOHN, EDWARD | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER | E | Control |
| MONTGOMERY, JOHN, EDWARD | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER | E | Control |
| MONTGOMERY, JOHN, EDWARD | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER | E | Control |
| MONTGOMERY, JOHN, EDWARD | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER | E | Control |
| MONTGOMERY, JOHN, EDWARD | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER | E | Control |
| MONTGOMERY, JOHN, EDWARD | I | PRESIDENT, DIRECTOR | D | Control |
| MONTGOMERY, JOHN, EDWARD | I | PRESIDENT, DIRECTOR | D | Control |
| MONTGOMERY, JOHN, EDWARD | I | PRESIDENT, DIRECTOR | D | Control |
| MONTGOMERY, JOHN, EDWARD | I | PRESIDENT, DIRECTOR | D | Control |
| MONTGOMERY, JOHN, EDWARD | I | PRESIDENT, DIRECTOR | D | Control |
| MONTGOMERY, JOHN, EDWARD | I | PRESIDENT, DIRECTOR | C | Control |
| MONTGOMERY, JOHN, EDWARD | I | PRESIDENT, DIRECTOR | C | Control |
| MONTGOMERY, MARK, JULIAN | I | EXEC VP, DIRECTOR | C | Control |
| MONTGOMERY, MARK, JULIAN | I | EXEC VP, DIRECTOR | C | Control |
| MONTGOMERY, MARK, JULIAN | I | EXEC VP, DIRECTOR | B | Control |
| MONTGOMERY, MARK, JULIAN | I | EXEC VP, DIRECTOR | B | Control |
| MONTGOMERY, MARK, JULIAN | I | EXEC VP, DIRECTOR | B | Control |
| MONTGOMERY, MARK, JULIAN | I | EXEC VP, DIRECTOR | B | Control |
| MONTGOMERY, MARK, JULIAN | I | EXEC VP, DIRECTOR | B | Control |
| BAYLY, SUSAN, LEONARD | I | OWNER | A | |
| BAYLY, SUSAN, LEONARD | I | OWNER | A | |
| BAYLY, SUSAN, LEONARD | I | OWNER | A | |
| BAYLY, SUSAN, LEONARD | I | OWNER | A | |
| BAYLY, SUSAN, LEONARD | I | OWNER | A | |
| HALE, PATRICIA, JOY | I | OWNER | A | |
| HALE, PATRICIA, JOY | I | OWNER | A | |
| HALE, PATRICIA, JOY | I | OWNER | A | |
| HALE, PATRICIA, JOY | I | OWNER | A | |
| HALE, PATRICIA, JOY | I | OWNER | A | |
| HALE, PATRICIA, JOY | I | OWNER | A | |
| HALE, PATRICIA, JOY | I | OWNER | A | |
| LABAW, BRUCE, GORDON | I | CHIEF COMPLIANCE OFFICER, ASST. TREAS, ASST. VP | A | |
| LABAW, BRUCE, GORDON | I | CHIEF COMPLIANCE OFFICER, ASST. TREAS, ASST. VP | A | |
| LABAW, BRUCE, GORDON | I | CHIEF COMPLIANCE OFFICER, ASST. TREAS, ASST. VP | A | |
| LABAW, BRUCE, GORDON | I | CHIEF COMPLIANCE OFFICER, ASST. TREAS, ASST. VP | A | |
| LABAW, BRUCE, GORDON | I | CHIEF COMPLIANCE OFFICER, ASST. TREAS, ASST. VP | A | |
| LABAW, BRUCE, GORDON | I | ASST. TREAS, ASST. VP | A | |
| LABAW, BRUCE, GORDON | I | ASST. TREAS, ASST. VP | A | |
| LABAW, BRUCE, GORDON | I | ASST. TREAS, ASST. VP | A | |
| LABAW, BRUCE, GORDON | I | ASST. TREAS, ASST. VP | A | |
| LABAW, BRUCE, GORDON | I | ASST. TREAS, ASST. VP | A |
Registrations
Federal
IA
Mar 14, 2012 REGISTERED
Notice Filings (6)
DC MD MI NE NY VA
Address
4720 MONTGOMERY LANESTE 650
BETHESDA, MD 20814
United States
Phone: 301-652-6950