William Vogel, financial advisor Atlanta GA
96 score

William Vogel

CRD Number: 1870098
Current Firm: Montag & Caldwell, LLC

William Vogel (CRD# 1870098) is an Investment Advisor Representative working at Montag & Caldwell, LLC in Atlanta, GA and has over 23 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Montag & Caldwell, LLC Atlanta, GA Sep 2010 - Current 6
Montag & Caldwell, Inc. Atlanta, GA Feb 1988 - Sep 2010 22
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 1993
Contact Info for William A. Vogel
Phone Number: 404-836-7100
Firm Website: http://www.montag.com
Registered State(s):
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    5,926
    MILLIONS
  • Total Number of Accounts
    796
    ACCOUNTS
  • Average Account Value
    $7,444,124
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AL, AR, AZ, CA, DE, FL, GA, IL, KS, LA, MA, MD, MI, MN, MO, NC, NE, NJ, NY, OH, OK, PA, RI, SC, TN, TX, VA, WA, WI

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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