# MONTGOMERY ASSET MANAGEMENT LLC

MONTGOMERY ASSET MANAGEMENT LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 107963
- Type: SEC-registered investment adviser
- SEC file number: 801-54803
- Location: 101 CALIFORNIA ST, 35TH FLOOR, SAN FRANCISCO, CA, 94111-5801
- Phone: 415-248-6000
- Latest filing: 2003-02-06
- Regulatory AUM: $163.3M
- Discretionary AUM: $163.3M
- Clients: 51
- Accounts: 109

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| [DOYLE R STEPHEN](https://search.stillhousedata.com/person/731997) | CHAIRMAN; CHAIRMAN EMERITUS | — |
| [TUCK FRANKLIN SCOTT](https://search.stillhousedata.com/person/757292) | CHAIRMAN & CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER | — |
| [PATIG KLAUS MANFRED](https://search.stillhousedata.com/person/760819) | DIRECTOR | — |
| [GEIST MARK B](https://search.stillhousedata.com/person/777808) | VICE CHAIRMAN; VICE CHAIRMAN EMERITUS | — |
| [HOCKMANN HEINZ JOSEF](https://search.stillhousedata.com/person/782556) | DIRECTOR | — |
| [STEVENS WILLIAM CLARK](https://search.stillhousedata.com/person/782940) | PRESIDENT; PRESIDENT & CHIEF INVESTMENT OFFICER; PRESIDENT, DIRECTOR & CHIEF INVESTMENT OFFICER | — |
| [KLESCEWSKI JAMES EDWARD](https://search.stillhousedata.com/person/782941) | VICE PRESIDENT & CFO | — |
| [SCHMIDT DANA ELIZABETH](https://search.stillhousedata.com/person/782942) | VICE PRESIDENT & ASSISTANT SECRETARY; VICE PRESIDENT & SECRETARY; VICE PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER & CHIEF ADMIN. OFFICER | — |
| [OGLANIAN ANN ELIZABETH](https://search.stillhousedata.com/person/782943) | VICE PRESIDENT & GENERAL COUNSEL; VICE PRESIDENT & SECRETARY | — |
| [KLEFFEL ANDREAS GEORG MAX](https://search.stillhousedata.com/person/782944) | DIRECTOR | — |
| [SCHMITZ DR FREIDRICH](https://search.stillhousedata.com/person/782945) | DIRECTOR | — |
| [SANTOS WILSON](https://search.stillhousedata.com/person/789116) | CHIEF MARKETING OFFICER | — |
| [PETERS LUDGER](https://search.stillhousedata.com/person/789117) | MANAGING DIRECTOR | — |
| [HUGGER GUENTER](https://search.stillhousedata.com/person/810676) | DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/107963/brochure
- Similar advisers: https://search.stillhousedata.com/firm/107963/similar
- Related entities: https://search.stillhousedata.com/firm/107963/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/107963

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.