Montag A & Associates Inc is a large advisory firm based in Atlanta. It manages $1.87 billion of regulatory assets for 1,272 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, California, Florida, and 10 other states.
Montag A & Associates provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Montag A & Associates Inc is $1.87 billion. The firm's AUM has grown by 236% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Montag A & Associates Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, and corporations or other businesses. The largest group of clients of Montag A & Associates is high net worth individuals with 302 clients and $1.73 billion of assets under management. Among the 11 most similar advisory firms, Montag A & Associates has the 3rd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $1.87 billion for 437 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Montag A & Associates doesn't advise any private funds.
The company employs 27 people that are either part- or full-time employees. 48 percent of the employees work as investment advisers or researchers. 13 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Jeffrey R Harari joined the executive team most recently as the Chief Financial Officer.
The principal office where Montag A & Associates Inc performs its advisory services is located at 133 Peachtree Street, Atlanta, GA 30303, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 404-522-5774 or by fax 404-525-3287. The normal business hours are 9 a.m - 5 p.m. on Monday - Friday. You can find more information about the New York firm at montagwealth.com.