Montag

Montag (CRD# 105756) is a financial advisory firm headquartered in Atlanta, GA. They manage $2,212,201,303 in 1,215 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,212
    MILLION
  • Total Number of Accounts
    1,215
    ACCOUNTS
  • Average Account Value
    $1,820,742
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
No Advisor Found.
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