Montag & Caldwell, LLC

Montag & Caldwell, LLC (CRD# 104841) is a financial advisory firm headquartered in Atlanta, GA. They manage $1,342,301,871 in 218 accounts and serve the financial needs of clients across 13 states (or territories).

Current Firm Details
3455 Peachtree Rd Ne Ste 1500, Atlanta, GA 30326
http://www.montag.com
By the Numbers
  • Total Assets Under Management
    1,342
    MILLION
  • Total Number of Accounts
    218
    ACCOUNTS
  • Average Account Value
    $6,157,348
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
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, CA, FL, GA, IL, LA, MA, NC, NY, PA, SC, TX, VA

Financial Advisors at Montag & Caldwell, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Janet Bunch, financial advisor Atlanta GA
Janet B. Bunch
CRD#: 1823590
3455 Peachtree Rd., Ne, Suite 1200, Atlanta, GA 30326

Janet Bunch (CRD# 1823590) is an Investment Advisor Representative working at Montag & Caldwell, LLC in Atlanta, GA and has over 31 years of experience in the finance industry.

2
Ronald Canakaris, financial advisor Atlanta GA
Ronald E. Canakaris
CRD#: 4323422
3455 Peachtree Road, Suite 1200, Atlanta, GA 30326

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.

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

Charles Markwalter (CRD# 4548571) is an Investment Advisor Representative working at Montag & Caldwell, LLC in Atlanta, GA and has over 16 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

Kurt Momand (CRD# 4684808) is an Investment Advisor Representative working at Montag & Caldwell, LLC in Atlanta, GA and has over 18 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

William Vogel (CRD# 1870098) is an Investment Advisor Representative working at Montag & Caldwell, LLC in Atlanta, GA and has over 29 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

David Watson (CRD# 2423778) is an Investment Advisor Representative working at Montag & Caldwell, LLC in Atlanta, GA and has over 24 years 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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