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About Franklin S. Koonce of MONTGOMERY

Franklin S. Koonce is Cfo/Treas./Vp/Managing Dir. at Montgomery Investment Management Inc and has been affiliated with Montgomery Investment Management Inc since January-1998.

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 206MM in positions, which represents 84% 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


Top 25%
StockAlpha 3 yr performance attributed to stock picking: -3.9%/yr

Co-workers of Franklin S. Koonce at MONTGOMERY

Name Title In Position Since
Calvin S. Koonce President/Managing Dir./Ceo April-1987
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

MONTGOMERY Month to Date Performance Details

Ticker Size Sector Stock Move Sector Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
GIS 11.06957% Cons. Staples -13.65% -4.71% -0.99% 0 14%
BBT 10.43531% Financials 9.83% 6.39% 0.32% 0 9%
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Franklin S. Koonce Office Address

STE 600A
BETHESDA, Maryland

Franklin S. Koonce Contact Information

Phone Number: 301-897-9783
Fax Number: 301-897-9794



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