Overview
Assets Under Management: $2.1 billion
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 520
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 520
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.80
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,917
Discretionary Accounts: 1,880
Non-Discretionary Accounts: 37
Regulatory Filings
CRD Number: 141943
Filing ID: 1955986
Last Filing Date: 2025-03-25 12:12:00
Website: https://montag.com