Montag

Montag (CRD# 105756) is a financial advisory firm headquartered in Atlanta, GA. They manage $1,443,124,298 in 1,051 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,443
    MILLION
  • Total Number of Accounts
    1,051
    ACCOUNTS
  • Average Account Value
    $1,373,096
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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, NC, OK, SC, TN

Financial Advisors at Montag
Showing 1 - 10 of 12 top financial advisors.
1
Benjamin S. Harris
CRD#: 4010544
133 Peachtree Street, 2500 Georgia Pacific Center, Atlanta, GA 30303
96
Wealthminder
score

Benjamin Harris (CRD# 4010544) is an Investment Advisor Representative working at Montag in Atlanta, GA and has over 18 years of experience in the finance industry.

2
Kenneth W. Shaw
CRD#: 2376652
133 Peachtree Street, 2500 Georgia Pacific Center, Atlanta, GA 30303
96
Wealthminder
score

Kenneth Shaw (CRD# 2376652) is an Investment Advisor Representative working at Montag in Atlanta, GA and has over 24 years of experience in the finance industry.

3
Nicholas J. Orphan
CRD#: 1029646
133 Peachtree Street, 2500 Georgia Pacific Center, Atlanta, GA 30303
93
Wealthminder
score

Nicholas Orphan (CRD# 1029646) is an Investment Advisor Representative working at Montag in Atlanta, GA and has over 27 years of experience in the finance industry.

4
Joseph B. Foley
CRD#: 4870895
133 Peachtree Street, 2500 Georgia Pacific Center, Atlanta, GA 30303
90
Wealthminder
score

Joseph Foley (CRD# 4870895) is an Investment Advisor Representative working at Montag in Atlanta, GA and has 1 year of experience in the finance industry.

5
Thomas R. Frisbie
CRD#: 4869994
133 Peachtree Street, 2500 Georgia Pacific Center, Atlanta, GA 30303
90
Wealthminder
score

Thomas Frisbie (CRD# 4869994) is an Investment Advisor Representative working at Montag in Atlanta, GA and has 1 year of experience in the finance industry.

6
Margaret M. Guenther
CRD#: 5472098
133 Peachtree Street, 2500 Georgia Pacific Center, Atlanta, GA 30303
90
Wealthminder
score

Margaret Guenther (CRD# 5472098) is an Investment Advisor Representative working at Montag in Atlanta, GA and has 1 year of experience in the finance industry. Margaret Guenther has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Olga V. Lee
CRD#: 5698127
133 Peachtree Street, 2500 Ga Pacific Center, Atlanta, GA 30303
90
Wealthminder
score

Olga Lee (CRD# 5698127) is an Investment Advisor Representative working at Montag in Atlanta, GA and has 1 year of experience in the finance industry.

8
James R. Loving
CRD#: 6520652
133 Peachtree Street, 2500 Georgia Pacific Center, Atlanta, GA 30303
90
Wealthminder
score

James Loving (CRD# 6520652) is an Investment Advisor Representative working at Montag in Atlanta, GA and has 1 year of experience in the finance industry.

9
Louis A. Montag
CRD#: 4362222
133 Peachtree Street, 2500 Georgia Pacific Center, Atlanta, GA 30303
90
Wealthminder
score

Louis Montag (CRD# 4362222) is an Investment Advisor Representative working at Montag in Atlanta, GA and has 1 year of experience in the finance industry.

10
Christine R. Quillian
CRD#: 5156425
133 Peachtree Street, 2500 Georgia Pacific Center, Atlanta, GA 30303
90
Wealthminder
score

Christine Quillian (CRD# 5156425) is an Investment Advisor Representative working at Montag in Atlanta, GA and has 1 year of experience in the finance industry. Christine Quillian has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.