Montag & Caldwell

Finance · Georgia, United States · 11-50 Employees

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Overview

Headquarters

3455 Peachtree Rd NE Ste 1500, Atlanta, ...

Phone Number

(404) 836-7100

Website

www.montag.com

Revenue

$9.7 Million

Industry

Finance Securities Trading

About Montag & Caldwell

Montag & Caldwell is a trusted investment management firm with over 75 years of experience, focusing on disciplined investment strategies for long-term growth. They offer a range of investment strategies including Large Cap Growth, Mid Cap Growth, Thematic Growth, Balanced Growth, and Global Tactical Allocation Model (GTAM). Their intended clients include individuals and institutions seeking expert insights and management of their investment portfolios. Operating as a distinct brand within Advocacy Wealth Management, Montag & Caldwell emphasizes a diversified portfolio of high-quality growth companies.Explore more
Montag & Caldwell's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Montag & Caldwell Org Chart

PhoneEmail
ST
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Scott Thompson

Chief Investment Officer

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Rebecca Keister

Chief Compliance Officer

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Samella Walker

Portfolio Executive & Assistant

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Compare insights from companies similar to Montag & Caldwell, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

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Montag & Caldwell

$9.7M
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<$5M
1945
ST
Scott ThompsonChief Investment Officer
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MB
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Michael ObuchowskiFounder & Chief Investment Officer
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<$5M
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SB
Stephen BrinkChief Information Officer
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<$5M
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Raymond WeiqiangMd Head of Research
Journey Capital Advisers
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N/A
Illustration of an envelope

Montag & Caldwell Tech Stack

A closer look at the technologies used by Montag & Caldwell

WordPress.org

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Automattic
PHP

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PHP
Microsoft SharePoint

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Microsoft
Cloudflare Website Optimization

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Cloudflare
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Frequently Asked Questions Regarding Montag & Caldwell

What is Montag & Caldwell's official website?
Montag & Caldwell's official website is www.montag.com What is Montag & Caldwell's Revenue?
Montag & Caldwell's revenue is $9.7 Million What is Montag & Caldwell's SIC code?
Montag & Caldwell's SIC: 62,628 What is Montag & Caldwell's NAICS code?
Montag & Caldwell's NAICS: 52,523 How many employees does Montag & Caldwell have?
Montag & Caldwell has 11-50 employees What industry does Montag & Caldwell belong to?
Montag & Caldwell is in the industry of: Finance, Securities Trading What is Montag & Caldwell competition?
Montag & Caldwell top competitors include: Bridge City Capital, Merlin Asset Management, Delaware Funds by Macquarie, Tygh Capital Management What technology does Montag & Caldwell use?
Some of the popular technologies that Montag & Caldwell uses are: WordPress.org, PHP, Microsoft SharePoint, Cloudflare Website Optimization How do I contact Montag & Caldwell?
Montag & Caldwell contact info: Phone number: (404) 836-7100 Website: www.montag.com What does Montag & Caldwell do?

Montag & Caldwell is a trusted investment management firm with over 75 years of experience, focusing on disciplined investment strategies for long-term growth. They offer a range of investment strategies including Large Cap Growth, Mid Cap Growth, Thematic Growth, Balanced Growth, and Global Tactical Allocation Model (GTAM). Their intended clients... include individuals and institutions seeking expert insights and management of their investment portfolios. Operating as a distinct brand within Advocacy Wealth Management, Montag & Caldwell emphasizes a diversified portfolio of high-quality growth companies.Read More

 What are Montag & Caldwell social media links?
Montag & Caldwell Linkedin page Montag & Caldwell Twitter page Montag & Caldwell Facebook page Is Montag & Caldwell a public company?
Montag & Caldwell is private company therefore does not currently have an official ticker symbol
See more information about Montag & Caldwell

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