Montag Wealth

Finance · Georgia, United States · 11-50 Employees

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Overview

Headquarters

200 Galleria Pkwy SE Ste 1450, Atlanta, ...

Phone Number

(404) 522-5774

Revenue

$9.3 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Montag Wealth

MONTAG Wealth Management is a family-run wealth management firm headquartered in Atlanta, Georgia. Founded in 1982, the company provides private wealth management, institutional management, financial planning, and fixed income services. It serves individuals, families, and organizations, focusing on wealth preservation and growth through customized investment strategies. Operating under a fiduciary standard, the firm delivers its services via a fee-based model where fees are calculated as a percentage of assets under management, providing clients with direct access to investment professionals.Explore more
Popular SearchesMontag WealthSIC Code 62,628NAICS Code 52,523Show more

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Activity Insights

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

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

Montag Wealth Tech Stack

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Frequently Asked Questions Regarding Montag Wealth

What is Montag Wealth's official website?
Montag Wealth's official website is www.montagwealth.com
What is Montag Wealth's Revenue?
Montag Wealth's revenue is $9.3 Million
What is Montag Wealth's SIC code?
Montag Wealth's SIC: 62,628
What is Montag Wealth's NAICS code?
Montag Wealth's NAICS: 52,523
How many employees does Montag Wealth have?
Montag Wealth has 11-50 employees
What industry does Montag Wealth belong to?
Montag Wealth is in the industry of: Finance, Securities Trading
What technology does Montag Wealth use?
Some of the popular technologies that Montag Wealth uses are: Amazon Web Hosting, Mimecast
How do I contact Montag Wealth?
Montag Wealth contact info: Phone number: (404) 522-5774 Website: www.montagwealth.com
What does Montag Wealth do?

MONTAG Wealth Management is a family-run wealth management firm headquartered in Atlanta, Georgia. Founded in 1982, the company provides private wealth management, institutional management, financial planning, and fixed income services. It serves individuals, families, and organizations, focusing on wealth preservation and growth through customized... investment strategies. Operating under a fiduciary standard, the firm delivers its services via a fee-based model where fees are calculated as a percentage of assets under management, providing clients with direct access to investment professionals.Read More

Is Montag Wealth a public company?
Montag Wealth is private company therefore does not currently have an official ticker symbol
See more information about Montag Wealth

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