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Montag & Caldwell, LLC

Headquartered in ATLANTA, GA

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Firm Information

Montag & Caldwell, LLC is an investment advisor headquartered in Atlanta, GA, managing over $683 million in assets for a variety of clients, including individuals, corporations, charitable organizations, and pooled investment vehicles. They offer portfolio management services and participate in wrap fee programs. Their website can be accessed at http://www.montag.com.

Montag & Caldwell, LLC

3455 PEACHTREE RD NE STE 1500

ATLANTA, GA 30326-3280

$683.50M

Assets Under Management

5

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

MONTAG & CALDWELL, LLC has a total of 2 branch locations across the country.
location

ATLANTA, GA

location

Ridgeland, MS

Advisors at Montag & Caldwell, LLC

View All 5 Advisors
Unclaimed
Charles Everett Markwalter

CFA®, RA

ATLANTA, GA

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Unclaimed
Janet Boutin Bunch

CFA®, CIC®, RA

ATLANTA, GA

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Unclaimed
William Alan Vogel

CFA®, CIC®, RA

ATLANTA, GA

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Unclaimed
David Lee Watson

CFA®, RA

ATLANTA, GA

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Unclaimed
Kurt Thomas Momand

CFA®, RA

ATLANTA, GA

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Disclosures

There are no public disclosures for Montag & Caldwell, LLC.

Frequently Asked Questions (8)

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