RIA Intel›Advisers›Maryland›MONTGOMERY BROTHERS INC

MONTGOMERY BROTHERS INC

Advisory

N·BETHESDA, MD

Data as of Mar 22, 2013 · Source: SEC Form ADV

Total AUM

$96M

1-Year AUM Growth

+6.2%

3-Year CAGR

+5.4%

Employees

1

Assets Under Management

Total AUM$96M

Discretionary AUM$95M

Non-Discretionary AUM$1M

Discretionary %98.7%

Total Clients—

Team

Total Employees1

Investment Advisers2

Employee Growth (1Y)—

Filing History

Total Filings on Record22

First FilingMar 30, 2001

Latest FilingMar 22, 2013

🔒 Full AUM trend chart and 22 historical filings spanning 12+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MONTGOMERY BROTHERS INC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.