Montag Review


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Montag, federally registered in 1982, is a Registered Investment Advisor (RIA) in 12 state(s) with a licensed staff of 12 advisors. Montag manages $1.8 billion and provides investment advisory services for 349 clients (1:30 advisor/client ratio).

Montag requires a $3,000,000 minimum investment.

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Managed Investing


Feature Value
Minimum Investment $3,000,000
Average Account AUM $5,271,397
Hybrid Advisor No
Disciplinary History No
Total AUM $1.8 billion
Advisor / Client Ratio 1:30
Headquarters Atlanta, GA
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