Montag Review


Trust Score 98%
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Last updated: May 16th, 2019. Data source: SEC filings.

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.

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Firm Information


Feature Value
Minimum Investment $3,000,000
Average Client Balance $4,283,458
Hybrid Advisor No
Disciplinary History No
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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