MONTGOMERY ASSET MANAGEMENT, LLC
CRD #150586 SEC #801-71711 MCDONOUGH, GA 941-383-3222
SEC Registered
Total AUM
$10.2M
Discretionary
$7M
Employees
6
Clients
--
Accounts
350
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2012 | $10.2M | $7M | $3.2M | 6 | 300 |
| Dec 2011 | $14.4M | $5.3M | $9.2M | 6 | 300 |
| Dec 2011 | $14.4M | $5.3M | $9.2M | 6 | 300 |
| Nov 2011 | $14.4M | $5.3M | $9.2M | 6 | 300 |
| Nov 2011 | $14.4M | $5.3M | $9.2M | 6 | 300 |
| Mar 2011 | $61.3M | $48.3M | $13M | 10 | -- |
| Jul 2010 | $35.8M | $30.8M | $5M | 10 | -- |
| Jul 2010 | $35.8M | $30.8M | $5M | 10 | -- |
DateMay 2012
Total AUM$10.2M
Discretionary$7M
Non-Disc.$3.2M
Employees6
Clients300
DateDec 2011
Total AUM$14.4M
Discretionary$5.3M
Non-Disc.$9.2M
Employees6
Clients300
DateDec 2011
Total AUM$14.4M
Discretionary$5.3M
Non-Disc.$9.2M
Employees6
Clients300
DateNov 2011
Total AUM$14.4M
Discretionary$5.3M
Non-Disc.$9.2M
Employees6
Clients300
DateNov 2011
Total AUM$14.4M
Discretionary$5.3M
Non-Disc.$9.2M
Employees6
Clients300
DateMar 2011
Total AUM$61.3M
Discretionary$48.3M
Non-Disc.$13M
Employees10
Clients--
DateJul 2010
Total AUM$35.8M
Discretionary$30.8M
Non-Disc.$5M
Employees10
Clients--
DateJul 2010
Total AUM$35.8M
Discretionary$30.8M
Non-Disc.$5M
Employees10
Clients--