Montag

Montag (CRD# 105756) is a financial advisory firm headquartered in Atlanta, GA. They manage $2,507,016,690 in 1,234 accounts and serve the financial needs of clients across 14 states (or territories).

Current Firm Details
200 Galleria Parkway, Suite 1450, Atlanta, GA 30339
https://www.linkedin.com/company/montagwealthmanagement/
By the Numbers
  • Total Assets Under Management
    2,507
    MILLION
  • Total Number of Accounts
    1,234
    ACCOUNTS
  • Average Account Value
    $2,031,618
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, CA, FL, GA, LA, MA, MD, NC, NY, OK, SC, TN, TX, VA

Financial Advisors at Montag
Showing 1 - 10 of 10 top financial advisors.
1
Helen Donahue, financial advisor Atlanta GA
Helen M. Donahue
CRD#: 2157189
200 Galleria Parkway, Suite 1450, Atlanta, GA 30339

Helen Donahue (CRD# 2157189) is an Investment Advisor Representative working at Montag in Atlanta, GA and has over 31 years of experience in the finance industry.

2
Christopher Guinther, financial advisor Atlanta GA
Christopher D. Guinther
CRD#: 2583504
200 Galleria Parkway, Suite 1450, Atlanta, GA 30339

Christopher Guinther (CRD# 2583504) is an Investment Advisor Representative working at Montag in Atlanta, GA and has over 5 years of experience in the finance industry.

3
Benjamin Harris, financial advisor Atlanta GA
Benjamin S. Harris
CRD#: 4010544
200 Galleria Parkway, Suite 1450, Atlanta, GA 30339

Benjamin Harris (CRD# 4010544) is an Investment Advisor Representative working at Montag in Atlanta, GA and has over 24 years of experience in the finance industry.

4
Olga Lee, financial advisor Atlanta GA
Olga V. Lee
CRD#: 5698127
200 Galleria Parkway, Suite 1450, Atlanta, GA 30339

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.

5
James Loving, financial advisor Atlanta GA
James R. Loving
CRD#: 6520652
200 Galleria Parkway, Suite 1450, Atlanta, GA 30339

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.

6
Lawrence Mendel, financial advisor Atlanta GA
Lawrence E. Mendel
CRD#: 1270958
200 Galleria Parkway, Suite 1450, Atlanta, GA 30339

Lawrence Mendel (CRD# 1270958) is an Investment Advisor Representative working at Montag in Atlanta, GA and has over 39 years of experience in the finance industry.

7
Christine Quillian, financial advisor Atlanta GA
Christine R. Quillian
CRD#: 5156425
200 Galleria Parkway, Suite 1450, Atlanta, GA 30339

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.

8
Kenneth Shaw, financial advisor Atlanta GA
Kenneth W. Shaw
CRD#: 2376652
200 Galleria Parkway, Suite 1450, Atlanta, GA 30339

Kenneth Shaw (CRD# 2376652) is an Investment Advisor Representative working at Montag in Atlanta, GA and has over 30 years of experience in the finance industry.

9
Brendan Wagner, financial advisor Atlanta GA
Brendan J. Wagner
CRD#: 3253396
200 Galleria Parkway, Suite 1450, Atlanta, GA 30339

Brendan Wagner (CRD# 3253396) is an Investment Advisor Representative working at Montag in Atlanta, GA and has over 8 years of experience in the finance industry.

10
Amy Carcione, financial advisor Atlanta GA
Amy L. Carcione
CRD#: 4156253
200 Galleria Parkway, Suite 1450, Atlanta, GA 30339

Amy Carcione (CRD# 4156253) is an Investment Advisor Representative working at Montag in Atlanta, GA and has over 23 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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