Montgomery Investment Management Revenue
Investment Management • 
Sydney, New South Wales, Australia • 11-20 Employees
Montgomery Investment Management revenue & valuation
| Annual revenue | $1,283,325 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $4,200,000 |
| Total funding | No funding |
Key Contacts at Montgomery Investment Management
Roger Montgomery
Founder And Chief Investment Officer
David Buckland
Chief Executive Officer And Director
Company overview
| Headquarters | 17 Castlereagh St, Sydney, New South Wales 2000, AU |
| Phone number | +61280465000 |
| Website | |
| NAICS | 5231 |
| SIC | 672 |
| Keywords | Equities, Investing, Investment Funds, Investor Relations, Global Equities, Financial Markets, Investment Management, Investment Strategies, Private Credit, Australian Equities, Investment Manager, Investment Reporting, Market Commentary, Capital Growth, Small Caps, Investment Partners, Long-Short Fund, Private Credit Fund, Australian Investments, Australian And New Zealand Equities, Credit Income, Roger Montgomery |
| Founded | 2010 |
| Employees | 11-20 |
| Socials |
Montgomery Investment Management Email Formats
Montgomery Investment Management uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@montinvest.com), used 52.9% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@montinvest.com | 52.9% |
{first name}{last name} | johndoe@montinvest.com | 35.3% |
{first name} | john@montinvest.com | 5.9% |
{last name}{last name} | doedoe@montinvest.com | 5.9% |
About Montgomery Investment Management
Committed to preserving and growing multigenerational wealth, Montgomery Investment Management provides a comprehensive suite of funds for individuals, families and their advisers. Since 2010, we have managed more than $1.4 billion on behalf of our clients. We partner with carefully selected managers to deliver quality, stability, income, and growth across Australian and global equities, private credit, and digital assets. Our specialist investment partners include Australian Eagle Asset Management (large-cap and long/short equities), Montgomery Lucent (small-cap equities), Polen Capital (global equities and credit), Aura Credit Holdings (domestic private credit), and Digital Asset Funds Management (digital income strategies). What sets us apart is our personalised service, transparent communication, and clear investment insights. Importantly, our team invests directly in the firm’s funds, ensuring our objectives remain fully aligned with those of our clients. Learn more: www.montinvest.com Follow our insights: https://rogermontgomery.com/
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Montgomery Investment Management has 10 employees across 4 departments.
Departments
Number of employees
Funding Data
Montgomery Investment Management has never raised funding before.
Montgomery Investment Management Tech Stack
Discover the technologies and tools that power Montgomery Investment Management's digital infrastructure, from frameworks to analytics platforms.
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United Kingdom
United States
United Arab Emirates
Frequently asked questions
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