Falists
← Back to search

MONTAG

MONTAG A & ASSOCIATES INC

CRD 105756 · SEC 801-17671

Visit website

200 GALLERIA PARKWAY, SUITE 1450, ATLANTA, GA, 30339, United States

Phone

404-522-5774

Fax

404-525-3287

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.97B

Discretionary AUM

$2.96B

Team

30 total employees; 10 advisory reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-16

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals100$46.1M
High net worth individuals377$2.75B
Charitable organizations20$148.2M
Corporations/business entities6$24.8M

States served

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

All web addresses on file

Official SEC filing: View on IAPD