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Building 2MONTAG

Map pinATLANTA, GA
Phone404-522-5774
NotebookSEC #801-17671
Total AUM
$3B
Employees
30
Clients
503

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 GALLERIA PARKWAY
SUITE 1450
ATLANTA
GA 30339
United States
Operating Hours
9 A.M - 5 P.M.
Monday - Friday
Phone
404-522-5774

ReceiptFinancials

Total AUM
$3B
Accounts
1,308
Discretionary
$3B
Accounts
1,305
Non-Discretionary
$15.6M
Accounts
3

ContactClients

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Individual Clients
100
AUM
$46.1M
HNW Individual Clients
377
AUM
$2.8B
Charitable Organization Clients
20
AUM
$148.2M
Corporation or Business Clients
6
AUM
$24.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCAFLGAILLAMAMDNCNYOKSCTNTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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