About Calvin S. Koonce of MONTGOMERY
Calvin S. Koonce is President/Managing Dir./Ceo at Montgomery Investment Management Inc and has been affiliated with Montgomery Investment Management Inc since April-1987.
Montgomery Investment Management Inc is an investment advisor that manages 246.5 MM dollars in regulatory AUM and has 5 employees, of which 2 perform investment advisory functions. The managers's latest filing has disclosed 324MM in positions, which represents 132% of the manager's regulatory AUM.
For more on Montgomery Investment Management Inc including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile
Montgomery Investment Management Inc is an investment advisor that manages 246.5 MM dollars in regulatory AUM and has 5 employees, of which 2 perform investment advisory functions. The managers's latest filing has disclosed 324MM in positions, which represents 132% of the manager's regulatory AUM.
For more on Montgomery Investment Management Inc including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile
MONTGOMERY StockAlpha
Top 25% |
StockAlpha
3 yr performance attributed to stock picking: +1.2%/yr
Co-workers of Calvin S. Koonce at MONTGOMERY
Name | Title | In Position Since |
---|
Franklin S. Koonce | Cfo/Treas./Vp/Managing Dir. | January-1998 |
Janet B. Koonce | Vp/Director | April-1987 |
Laura C. Murphy | Vp/Sec/Chief Compliance Officer, Chief Legal Officer, Chief Oper Officer, Dir. | April-1987 |
Martin F. Oppenheimer | Owner | April-1987 |
Virginia K. Craig | Director | November-1987 |
Kathleen K. Goodier | Director | January-2010 |
Fundamental & Technical Factor Exposure
Calvin S. Koonce Office Address
6550 ROCK SPRING DRIVE
STE 600A
BETHESDA, Maryland
UNITED STATES, 20817
STE 600A
BETHESDA, Maryland
UNITED STATES, 20817
Calvin S. Koonce Contact Information
Phone Number: 301-897-9783
Fax Number: 301-897-9794
Website: http://www.miminvest.com
Fax Number: 301-897-9794
Website: http://www.miminvest.com
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