Montag
Atlanta, Georgia
3.0
2 Reviews
MONTAG, a local investment advisory firm headquartered in Atlanta, GA, is renowned for its expertise in managing substantial assets for high net worth individuals. With over 130 individual clients and a staggering $2,212,201,000 in assets under management, Montag has solidified its position as a trusted partner in the financial industry. As a testament to their commitment to client satisfaction, Montag ensures that 99% of the assets they manage are discretionary, allowing them to make informed investment decisions on behalf of their clients. Their compensation structure is flexible, incorporating various methods such as a percent...
See more
Loading...

Assets Under Mgmt

$2.21B

Investment Professionals

12

Locations

0

% 401K & Individual

3%

% Discretionary

99%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.