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Chairman/managing DIR. · Montgomery Investment Management Inc

Calvin S. Koonce

CRD 706385 · Named on Form ADV at one SEC-registered adviser

At a glance

Montgomery Investment Management Inc, an SEC-registered wealth manager based in Rockville, MD with $490 million in regulatory assets, lists Calvin S. Koonce on its Form ADV as Chairman/managing DIR., a control person.

Firms and roles

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Calvin’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

1 more person named with Calvin on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Calvin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.