MONTAG & CALDWELL, LLC

3455 Peachtree Rd Ne Ste 1500
Atlanta, Georgia 30326-3280
Tel: 404-836-7100

About MONTAG & CALDWELL, LLC

MONTAG & CALDWELL, LLC, formally registered with the SEC as MONTAG & CALDWELL, LLC. The firm was established in 06/02/1980. They have over 1 offices throughout the country.

MONTAG & CALDWELL, LLC is a Atlanta, Georgia based Financial Planning firm with nearly $683,499,907 assets under management, offering retirement planning & investment advisory services to 216 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	104841
SEC#	801-15398
Assets Managed by Firm	$683,499,907
No. of Clients	216
No. of Advisors	17

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	216	$683,499,907
Individuals (other than high net worth individuals)	82	$35,561,597
High net worth individuals	99	$310,242,299
Pension and profit sharing plans	3	$134,039,341
Charitable organizations	12	$107,561,626
Corporations or other businesses	14	$40,746,676

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