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Building 2MONTAG & CALDWELL, LLC

Map pinATLANTA, GA
Phone404-836-7141
NotebookSEC #801-15398
Total AUM
$577M
Employees
14
Clients
195

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3455 PEACHTREE RD NE STE 1500
ATLANTA
GA 30326-3280
United States
Operating Hours
9:00 AM -5:00 PM
Monday - Friday
Phone
404-836-7141

ReceiptFinancials

Total AUM
$577M
Accounts
196
Discretionary
$577M
Accounts
196
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
68
AUM
$29.4M
HNW Individual Clients
99
AUM
$329.5M
Pooled Vehicle Clients
6
AUM
$60.1M
Pension/Profit Sharing Plan Clients
1
AUM
$21.4M
Charitable Organization Clients
13
AUM
$117.9M
Corporation or Business Clients
8
AUM
$18.7M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGAILNCPASCTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 5 other businesses.

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