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) 522-5774Website
www.montagwealth.comRevenue
$9.3 MillionIndustry
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 moreSell smarter with deeper company insights.
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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... Read More
