MONTAG A & ASSOCIATES INC
Doing business as MONTAG. SEC Form ADV profile.
Total regulatory AUM
$2,973,107,685
Discretionary
$2,957,513,757
Non-discretionary
$15,593,928
Firm details
- CRD number
- 105756
- SEC file number
- 801-17671
- Main office
- ATLANTA, GA, United States
- Employees
- 30
- SEC status
- Approved
- Website
- HTTPS://TWITTER.COM/MONTAGWEALTH
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.