MONTAG

200 Galleria Parkway
Suite 1450
Atlanta, Georgia 30339
Tel: 404-522-5774

About MONTAG

MONTAG, formally registered with the SEC as MONTAG. The firm was established in 09/13/1982. They have over 1 offices throughout the country.

MONTAG is a Atlanta, Georgia based Financial Planning firm with nearly $2,746,167,726 assets under management, offering retirement planning & investment advisory services to 1299 clients. The firm is staffed with 27 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105756
SEC#	801-17671
Assets Managed by Firm	$2,746,167,726
No. of Clients	1299
No. of Advisors	27

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	1299	$2,746,167,726
Individuals (other than high net worth individuals)	138	$61,009,968
High net worth individuals	343	$2,530,464,562
Charitable organizations	18	$131,081,456
Corporations or other businesses	7	$23,611,740

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