Montgomery Investment Management Inc

Montgomery Investment Management Inc, legally known as MONTGOMERY INVESTMENT MANAGEMENT INC, is an MD Corporation that has been approved by the U.S. Securities and Exchange Commission since August 6, 1987. The firm encompasses four employees, two of them in advisory roles. Although the number of clients they serve is unknown, Montgomery Investment Management continues to operate as a reliable financial management company.

• CALVIN SCOTT KOONCE

  PRESIDENT/MANAGING DIR./CEO owns 75% or more

• FRANKLIN SCOTT KOONCE

  CFO/TREAS./VP/MANAGING DIR. owns more than 5% but less than 10%

• JANET BELL KOONCE

  VP/DIRECTOR owns less than 5%

• KATHLEEN KOONCE GOODIER

  DIRECTOR owns less than 5%

• LAURA CATHERINE MURPHY

  VP/CCO, CHIEF LEGAL OFFICER, COO, DIR. owns less than 5%

• MARTIN FOOTE OPPENHEIMER

  OWNER owns more than 10% but less than 25%

• VIRGINIA KOONCE CRAIG

  DIRECTOR owns less than 5%

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• Analyzing Montgomery Investment Management's Q3 2022 vs. Q4 2022 13F Holdings Shifts