MONTAG A & ASSOCIATES INC

MONTAG
ATLANTA, Georgia·1 registered advisor·CRD# 105756
SEC# 801-176710404-522-5774
01

Firm Overview

AUM
$2.5B
Regulatory assets under management
Employees
25
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: RETIREMENT PLAN CONSULTING
03

Specialties

Financial PlanningInvestment Management
04

Advisors at MONTAG A & ASSOCIATES INC

1 registered advisor
Louis Anthony Montag
ATLANTA, Georgia
05

Office Locations

ATLANTA, Georgia
1 advisor

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. MONTAG A & ASSOCIATES INC (CRD# 105756) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.