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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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| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $746,325,416,693 | 38517 | 2895 | |
| $61,369,856,545 | 124201 | 2105 | |
| $35,289,452,223 | 7542 | 44 | |
| $33,827,869,628 | 39 | 879 | |
| $33,178,196,876 | 12286 | 28 |
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