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MONTAG & CALDWELL, LLC
Tel: 404-836-7100
3455 Peachtree Rd Ne Ste 1500 Atlanta, Georgia 30326-3280
MONTAG & CALDWELL, LLC
MONTAG & CALDWELL, LLC is a Atlanta, Georgia based financial advisory firm with nearly $683,499,907 in assets under management and provides investment advisory services for 216 clients. There are currently 17 financial advisors at the firm.
General Information
Advisory Services Provided:
Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Portfolio management for businesses or institutional clients
Fee Structure:
A percentage of AUM
Firm CRD#:
104841
SEC#:
801-15398
No. of Clients:
216
Assets under Management
$683,499,907
No. of Advisors:
17
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