MONTGOMERY CAPITAL MANAGEMENT, LLC
CRD #126819 SEC #801-62412 NEWPORT NEWS, VA 757/597-9525
SEC Registered
Total AUM
$59.8M
Discretionary
$56.5M
Employees
1
Clients
--
Accounts
156
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2012 | $59.8M | $56.5M | $3.3M | 1 | 102 |
| Apr 2012 | $59.8M | $56.5M | $3.3M | 1 | 102 |
| Mar 2012 | $59.8M | $56.5M | $3.3M | 1 | 102 |
| May 2011 | $60.5M | $58.9M | $1.6M | 5 | -- |
| Mar 2011 | $60.5M | $58.9M | $1.6M | 5 | -- |
| Oct 2009 | $56M | $55.2M | $866K | 5 | -- |
| Mar 2008 | $116.9M | $115.4M | $1.5M | 5 | -- |
| Mar 2007 | $117.6M | $116M | $1.6M | 5 | -- |
| Mar 2006 | $72.4M | $71.2M | $1.2M | 5 | -- |
| Jan 2004 | $66M | $66M | $0 | 5 | -- |
DateAug 2012
Total AUM$59.8M
Discretionary$56.5M
Non-Disc.$3.3M
Employees1
Clients102
DateApr 2012
Total AUM$59.8M
Discretionary$56.5M
Non-Disc.$3.3M
Employees1
Clients102
DateMar 2012
Total AUM$59.8M
Discretionary$56.5M
Non-Disc.$3.3M
Employees1
Clients102
DateMay 2011
Total AUM$60.5M
Discretionary$58.9M
Non-Disc.$1.6M
Employees5
Clients--
DateMar 2011
Total AUM$60.5M
Discretionary$58.9M
Non-Disc.$1.6M
Employees5
Clients--
DateOct 2009
Total AUM$56M
Discretionary$55.2M
Non-Disc.$866K
Employees5
Clients--
DateMar 2008
Total AUM$116.9M
Discretionary$115.4M
Non-Disc.$1.5M
Employees5
Clients--
DateMar 2007
Total AUM$117.6M
Discretionary$116M
Non-Disc.$1.6M
Employees5
Clients--
DateMar 2006
Total AUM$72.4M
Discretionary$71.2M
Non-Disc.$1.2M
Employees5
Clients--
DateJan 2004
Total AUM$66M
Discretionary$66M
Non-Disc.$0
Employees5
Clients--