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Trust Score 98%
Trust Score  info_outline

Montag, federally registered in 1982, is a Registered Investment Advisor (RIA) in 13 state(s) with a licensed staff of 13 advisors. Montag manages $1.9 billion and provides investment advisory services for 437 clients (1:34 advisor/client ratio). This firm does not have a disciplinary history.

Last updated: November 11th, 2019. Data source: SEC filings.


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Firm Information

Feature Value
Rank (United States) Top 5%
Advisors Directory View Directory
Top Advisor Christine R Quillian
Avg Advisor Trust Score 98
Avg Advisor Years Registered 8
Minimum Investment $3,000,000
Average Client Balance $4,283,458
Total AUM $1.9 billion
Advisor / Client Ratio 1:34
Headquarters Atlanta, GA
SEC Filings Forms and Brochures    (CRD # 105756)
State(s) Registered AL, CA, FL, GA, LA, MA, NY, NC, OK, SC, TN, TX, VA

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