Montag

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
ZI Rank: 1
Signal Type
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ZI Rank
2
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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 MediaPopular SearchesMontagMontag Investments LLCGa Montag Bros IncMONTAG Wealth ManagementMontag A & Assoc Investment CounselSIC Code 62,628NAICS Code 52,523Show more

Montag Org Chart

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President & Financial Advisor

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Senior Manager, Wealth

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Montag

<$5M
11-50
Private
-
1982
CM
Caleb MontagPresident & Financial Advisor
$20.1M
11-50
Private
-
1987
Ronald Johnson, Chief Financial Officer at Litman Gregory Asset Management
Ronald JohnsonChief Financial Officer
$6.6M
11-50
Private
-
2014
DH
David HackworthyChief Investment Officer & Portfolio Manager
$6.4M
11-50
Private
<$5M
2010
RM
Robert McCauleyChief Financial Officer
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
2013
NS
Nina StrozakWealth Advisor
<$5M
1-10
Private
-
2015
MB
Matthew BorowskyDirector, Business Development
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Montag Tech Stack

A closer look at the technologies used by Montag

Montag News & Media

  • MONTAG Celebrates 40 Years Building Wealth for Present and Future Generations

    Atlanta Wealth Management Firm recognizes its long, storied history and team contributions by celebrating four decades of empowering Southeast clients to gain confidence in and control over their present and future financial well-being (PRWeb October 20, 2022) Read the full story at https://www.prweb.com/releases/montag_celebrates_40_years_building_wealth_for_present_and_future_generations/prweb18972694.htm
Read more news

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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: RPg Family Wealth Advisory, Isthmus Partners, Pillar Wealth Management, Fortis Wealth 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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