Janet Koonce is a control person of Montgomery Investment Management and directly owns under 5% of it.
Montgomery Investment Management is an investment adviser based in Rockville, MD, registered with the SEC since 1987. It provides investment management. Its clients include high-net-worth individuals and charitable organizations. Its regulatory assets under management total $490 million, as filed on 20 February 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 1473339
- Firm
- Montgomery Investment Management · CRD 105417
- Role
- VP/Director
- In role since
- April 1987 · 39 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Rockville, MD
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Janet Koonce work?
Janet Koonce has been VP/Director of Montgomery Investment Management Inc since April 1987, and is a control person of the firm.
How can I verify Janet Koonce’s record?
Janet Koonce’s role is listed on Montgomery Investment Management Inc’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 105417.