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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 filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 3 is a Client Relationship Summary (Form CRS) – a short form, plain-english description of advisory services for investment clients.

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