Montag
Likely to Engage tag.Highly Engaged Employees

Finance · Georgia, United States · 11-50 Employees

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Overview

Headquarters

133 Peachtree St NE Ste 2500, Atlanta, G...

Phone Number

(404) 522-5774

Revenue

<$5 Million

Industry

Finance Securities Trading

About Montag

MONTAG specializes in customized wealth management strategies aimed at protecting and expanding the assets of individuals, families, and organizations. With over 40 years of experience, MONTAG offers a range of services including private wealth management, institutional management, and financial planning. Their approach is client-focused and fee-based, fostering long-term relationships to understand and adapt to clients' evolving financial goals. MONTAG is dedicated to delivering tailored investment solutions that emphasize wealth preservation, risk management, and strategic growth.Explore more
Montag's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Montag Org Chart

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JH
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Chief Operating Officer

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JC
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Manager, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Montag

<$5M
11-50
Private
-
1982
JH
Jeff HarariChief Operating Officer
$20.1M
11-50
Private
-
1987
Ronald Johnson, Managing Partner, Chief Financial Officer at Litman Gregory Asset Management
Ronald JohnsonManaging Partner, Chief Financial Officer
$6.6M
11-50
Private
-
2014
DH
David HackworthyFounding Partner, and Chief Investment Officer
Illustration of an envelope

Montag Tech Stack

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Frequently Asked Questions Regarding Montag

What is Montag's official website?
Montag's official website is www.montagwealthmanagement.com
What is Montag's Revenue?
Montag's revenue is <$5 Million
What is Montag's SIC code?
Montag's SIC: 62,628
What is Montag's NAICS code?
Montag's NAICS: 52,523
How many employees does Montag have?
Montag has 11-50 employees
What industry does Montag belong to?
Montag is in the industry of: Finance, Securities Trading
What is Montag competition?
Montag top competitors include: Isthmus Partners, Litman Gregory Asset Management
What technology does Montag use?
Some of the popular technologies that Montag uses are: WordPress.org, PHP, Google Font API, Google Tag Manager
How do I contact Montag?
Montag contact info: Phone number: (404) 522-5774 Website: www.montagwealthmanagement.com
What does Montag do?

MONTAG specializes in customized wealth management strategies aimed at protecting and expanding the assets of individuals, families, and organizations. With over 40 years of experience, MONTAG offers a range of services including private wealth management, institutional management, and financial planning. Their approach is client-focused and fee-ba... sed, fostering long-term relationships to understand and adapt to clients' evolving financial goals. MONTAG is dedicated to delivering tailored investment solutions that emphasize wealth preservation, risk management, and strategic growth.Read More

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

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