Montag & Caldwell

Finance · Georgia, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

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

Phone Number

(404) 836-7100

Revenue

$9.7 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
2
1
1

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 MediaPopular SearchesMontag & Caldwell LLCMontag & CaldwellMontag LLCMontag & Caldwell IncMontag & Caldwell Large Cap Growth Commingled Fund...SIC Code 62,628NAICS Code 52,523Show more

Montag & Caldwell Org Chart

Charlie Markwalter, Chief Executive Officer at Montag & Caldwell
United States flag for contact location.

Chief Executive Officer

PhoneEmail
ST
United States flag for contact location.

Chief Investment Officer

PhoneEmail
RK
United States flag for contact location.

Chief Compliance Officer

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
SW
United States flag for contact location.

Portfolio Executive & Assistant

PhoneEmail
DW
United States flag for contact location.

Portfolio Manager

PhoneEmail
LY
United States flag for contact location.

Service Managerautomotive Assistant

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Montag & Caldwell your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Montag & Caldwell

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.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Montag & Caldwell

$9.7M
11-50
Private
<$5M
1945
$15.2M
11-50
Private
-
2000
John Sundeen, Executive Vice President & Chief Administrative Officer at Delaware Funds by Macquarie
John SundeenExecutive Vice President & Chief Administrative Officer
<$5M
11-50
Private
-
1977
<$5M
1-10
Private
-
2012
MO
Michael ObuchowskiFounder & Chief Investment Officer
<$5M
1-10
Private
-
2009
SB
Stephen BrinkChief Information Officer
<$5M
1-10
Private
-
2004
DR
Dayton RodegerdtsResearch Analyst
<$5M
1-10
Private
-
2016
JS
Jonathan ShifferCEO and Chief Investment Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Montag & Caldwell is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Montag & Caldwell is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Montag & Caldwell.

Montag & Caldwell financials insights

Gather financial insights about Montag & Caldwell, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$350K

See All Montag & Caldwell's Financials Insights

Montag & Caldwell Tech Stack

A closer look at the technologies used by Montag & Caldwell

Montag & Caldwell News & Media

Read more news

Top Finance Companies

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.