Kathleen Goodier is not listed as a control person, but directly owns under 5% of Montgomery Investment Management.
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
- 1855916
- Firm
- Montgomery Investment Management · CRD 105417
- Role
- Director
- In role since
- January 2010 · 16 years
- Control person
- Not listed
- 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 Kathleen Goodier work?
Kathleen Goodier has been Director of Montgomery Investment Management Inc since January 2010.
How can I verify Kathleen Goodier’s record?
Kathleen Goodier’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.