Unclaimed Profile

Louis Anthony Montag

MONTAG A & ASSOCIATES INC·ATLANTA, Georgia

Clean record21 years registeredMONTAG A & ASSOCIATES INC

133 PEACHTREE STREET, ATLANTA, GA 30303CRD# 4362222Firm CRD# 105756

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Louis Anthony Montag · ATLANTA, GA

Registration

CRD #4362222 · MONTAG A & ASSOCIATES INC · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MONTAG A & ASSOCIATES INC

MONTAG

Oct 2004 – Sep 2021

ATLANTA, GA

Registrations & Exams

Registration record

First registered · October 14, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MONTAG A & ASSOCIATES INC

CRD 105756 · SEC 801-17671

AUM

$2.5B

Regulatory assets under management

Employees

1,234 client accounts

Services offered by MONTAG A & ASSOCIATES INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MONTAG A & ASSOCIATES INC →

Introduction

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Frequently Asked Questions

What services does Louis Anthony Montag offer?

Louis Anthony Montag specializes in Financial Planning, Investment Management.

What are Louis Anthony Montag's credentials?

Louis Anthony Montag is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Louis Anthony Montag located?

Louis Anthony Montag is based in ATLANTA, Georgia, last registered with MONTAG A & ASSOCIATES INC.

How does Louis Anthony Montag charge for services?

Louis Anthony Montag's firm is compensated through percentage of aum, hourly charges, subscription fees, other: retirement plan consulting. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MONTAG A & ASSOCIATES INC?

MONTAG A & ASSOCIATES INC has approximately 25 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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