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MONTAG MANAGEMENT CORP.
CHARLOTTE, NC
704-556-9788
SEC #801-55889Total AUM
$34.5M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
4100 CARMEL ROAD
STE B-221
CHARLOTTE
NC 28226
USA
STE B-221
CHARLOTTE
NC 28226
USA
Operating Hours
8:30-5:00
Monday - Friday
Monday - Friday
Phone
704-556-9788
Financials
Total AUM
$34.5M
Accounts
43Discretionary
$34.5M
Accounts
43Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
None reported
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.