Montag & Caldwell, LLC

Montag & Caldwell, LLC (CRD# 104841) is a financial advisory firm headquartered in Atlanta, GA. They manage $683,499,907 in 216 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
https://www.instagram.com/montagandcaldwell/
By the Numbers
  • Total Assets Under Management
    683
    MILLION
  • Total Number of Accounts
    216
    ACCOUNTS
  • Average Account Value
    $3,164,351
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
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 - 5 of 5 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 33 years of experience in the finance industry.

2
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 18 years of experience in the finance industry.

3
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 20 years of experience in the finance industry.

4
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 31 years of experience in the finance industry.

5
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 26 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.

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