MONTGOMERY BROTHERS, CAPPIELLO, LLC
CRD #129617 SEC #801-62568 BETHESDA, MD 301-652-6950
SEC Registered
Total AUM
$12.7M
Discretionary
$12.7M
Employees
5
Clients
0
Accounts
15
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2008 | $9.5M | $9.5M | $0 | 5 | -- |
| Dec 2007 | $12.7M | $12.7M | $0 | 5 | -- |
| Mar 2007 | $12.7M | $12.7M | $0 | 5 | -- |
| Jan 2007 | $12.7M | $12.7M | $0 | 5 | -- |
| Mar 2006 | $18M | $18M | $0 | 5 | -- |
| Mar 2006 | $18M | $18M | $0 | 5 | -- |
| Sep 2005 | $42M | $42M | $0 | 10 | -- |
| May 2005 | $42M | $42M | $0 | 10 | -- |
| Mar 2004 | $6.1M | $6.1M | $0 | 5 | -- |
| Nov 2003 | $0 | $0 | $0 | 5 | -- |
DateMar 2008
Total AUM$9.5M
Discretionary$9.5M
Non-Disc.$0
Employees5
Clients--
DateDec 2007
Total AUM$12.7M
Discretionary$12.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$12.7M
Discretionary$12.7M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$12.7M
Discretionary$12.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$18M
Discretionary$18M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$18M
Discretionary$18M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$42M
Discretionary$42M
Non-Disc.$0
Employees10
Clients--
DateMay 2005
Total AUM$42M
Discretionary$42M
Non-Disc.$0
Employees10
Clients--
DateMar 2004
Total AUM$6.1M
Discretionary$6.1M
Non-Disc.$0
Employees5
Clients--
DateNov 2003
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--