Montag & Caldwell, LLC

Montag & Caldwell, LLC (CRD# 104841) is a financial advisory firm headquartered in Atlanta, GA. They manage $5,925,522,734 in 796 accounts and serve the financial needs of clients across 29 states (or territories).

Current Firm Details
3455 Peachtree Rd Ne Ste 1200, Atlanta, GA 30326
http://www.montag.com
By the Numbers
  • Total Assets Under Management
    5,926
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Montag & Caldwell, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Janet Bunch, financial advisor Atlanta GA
Janet B. Bunch
CRD#: 1823590
3455 Peachtree Rd., Ne, Suite 1200, Atlanta, GA 30326
96
Wealthminder
score

Janet Bunch (CRD# 1823590) is an Investment Advisor Representative working at Montag & Caldwell, LLC in Atlanta, GA and has over 26 years of experience in the finance industry.

2
Helen Donahue, financial advisor Atlanta GA
Helen M. Donahue
CRD#: 2157189
3455 Peachtree Rd., Ne, Suite 1200, Atlanta, GA 30326
96
Wealthminder
score

Helen Donahue (CRD# 2157189) is an Investment Advisor Representative working at Montag & Caldwell, LLC in Atlanta, GA and has over 24 years of experience in the finance industry.

3
Charles Markwalter, financial advisor Atlanta GA
Charles E. Markwalter
CRD#: 4548571
3455 Peachtree Rd., Ne, Suite 1200, Atlanta, GA 30326
96
Wealthminder
score

Charles Markwalter (CRD# 4548571) is an Investment Advisor Representative working at Montag & Caldwell, LLC in Atlanta, GA and has over 11 years of experience in the finance industry.

4
Kurt Momand, financial advisor Atlanta GA
Kurt T. Momand
CRD#: 4684808
3455 Peachtree Road, Ne, Suite 1200, Atlanta, GA 30326
96
Wealthminder
score

Kurt Momand (CRD# 4684808) is an Investment Advisor Representative working at Montag & Caldwell, LLC in Atlanta, GA and has over 13 years of experience in the finance industry.

5
William Vogel, financial advisor Atlanta GA
William A. Vogel
CRD#: 1870098
3455 Peachtree Rd Ne Suite 1200, Atlanta, GA 30326
96
Wealthminder
score

William Vogel (CRD# 1870098) is an Investment Advisor Representative working at Montag & Caldwell, LLC in Atlanta, GA and has over 24 years of experience in the finance industry.

6
David Watson, financial advisor Atlanta GA
David L. Watson
CRD#: 2423778
3455 Peachtree Rd., Ne, Suite 1200, Atlanta, GA 30326
96
Wealthminder
score

David Watson (CRD# 2423778) is an Investment Advisor Representative working at Montag & Caldwell, LLC in Atlanta, GA and has over 19 years of experience in the finance industry.

7
Michael Nadal, financial advisor Atlanta GA
Michael A. Nadal
CRD#: 862269
3455 Peachtree Rd., Ne Suite 1200, Atlanta, GA 30326
93
Wealthminder
score

Michael Nadal (CRD# 862269) is an Investment Advisor Representative working at Montag & Caldwell, LLC in Atlanta, GA and has over 21 years of experience in the finance industry.

8
Ronald Canakaris, financial advisor Atlanta GA
Ronald E. Canakaris
CRD#: 4323422
3455 Peachtree Road, Suite 1200, Atlanta, GA 30326
90
Wealthminder
score

Ronald Canakaris (CRD# 4323422) is an Investment Advisor Representative working at Montag & Caldwell, LLC in Atlanta, GA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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