Montag & Caldwell

Trust Score 97%
Trust Score info_outline

Last updated: August 6th, 2019. Data source: SEC filings.


Montag & Caldwell, federally registered in 1980, is a Registered Investment Advisor (RIA) in 21 state(s) with a licensed staff of 8 advisors. Montag & Caldwell manages $2.1 billion and provides investment advisory services for 439 clients (1:55 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $1,000,000
Average Client Balance $4,784,539
Hybrid Advisor No
Disciplinary History No
Total AUM $2.1 billion
Advisor / Client Ratio 1:55
Headquarters 3455 Peachtree RD NE Ste 1200 Atlanta, GA 30326-4202
SEC Filings Forms and Brochures    (CRD # 104841)
State(s) Registered AL, AZ, AR, CA, FL, GA, IL, LA, MA, MI, MN, NV, NJ, NY, NC, OH, PA, SC, TN, TX, VA

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