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Montag

EST. AUM
$2,973,107,685

CONTACTS
14

CLIENT ACCOUNTS
1,308

Firm Details

Metro area Atlanta
CRD Number 105756
Website montagwealthmanagement.com
Client types

Overview

MONTAG is an independent investment management firm located in Atlanta, specializing in the management of investment portfolios for a diverse clientele, including individuals, families, foundations, and endowed institutions. Established in 1982, the firm has maintained its independence, free from affiliations with brokerage firms, mutual fund companies, banks, or other financial institutions. MONTAG is registered with the U.S. Securities and Exchange Commission as a Registered Investment Adviser (RIA).

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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