# MONTGOMERY BROTHERS INC

MONTGOMERY BROTHERS INC of BETHESDA, MD is an SEC-registered investment adviser.

## Registration

- CRD: 111105
- Type: SEC-registered investment adviser
- SEC file number: 801-56351
- Location: 4720 MONTGOMERY LANE, STE 650, BETHESDA, MD, 20814
- Phone: 301-652-6950
- Latest filing: 2013-03-22
- Regulatory AUM: $96.2M
- Discretionary AUM: $95.0M
- Non-discretionary AUM: $1.2M
- Clients: 2
- Accounts: 138

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| [MONTGOMERY JOHN EDWARD](https://search.stillhousedata.com/person/732595) | PRESIDENT, DIRECTOR; PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER | — |
| [LABAW BRUCE GORDON](https://search.stillhousedata.com/person/732596) | ASST. TREAS, ASST. VP; CHIEF COMPLIANCE OFFICER, ASST. TREAS, ASST. VP | — |
| [HALE PATRICIA JOY](https://search.stillhousedata.com/person/754498) | OWNER | — |
| [MONTGOMERY MARK JULIAN](https://search.stillhousedata.com/person/754499) | EXEC VP, DIRECTOR | — |
| [BAYLY SUSAN LEONARD](https://search.stillhousedata.com/person/798254) | OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/111105/brochure
- Similar advisers: https://search.stillhousedata.com/firm/111105/similar
- Related entities: https://search.stillhousedata.com/firm/111105/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/111105

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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.