Montag A & Associates is an investment advisor in Atlanta with $2.51 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
582069838
SEC advisor number
801-17671
FINRA CRD number
105756
AUM ?
$2.51 bn
(as of 2 Nov 22)
Accounts
1,160
(as of 2 Nov 22)
Employees
26
(13 investment advisory or research)
Address
Montag A & Associates
133 PEACHTREE STREET
2500 GEORGIA PACIFIC CENTER
ATLANTA
GA 30303
133 PEACHTREE STREET
2500 GEORGIA PACIFIC CENTER
ATLANTA
GA 30303
Office hours
Monday - Friday, 9 A.M - 5 P.M.
Phone
4045225774
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Montag, Edward, Anthony | Chief Executive Officer | 01/2009 | 50-75% |
Montag, John, Louis | President, Chief Investment Officer | 01/2009 | 50-75% |
Godwin, Stacey, Howell | Chief Compliance Officer, Secretary | 03/2016 | < 5% |
Harari, Jeffrey, R | Chief Financial Officer | 01/2019 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
7 Feb 24
13F-HR
Quarterly holdings report by institutional manager
9 Nov 23
13F-HR
Quarterly holdings report by institutional manager
9 Aug 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
2 Feb 23
13F-HR
Quarterly holdings report by institutional manager
9 Nov 22
13F-HR
Quarterly holdings report by institutional manager
10 Aug 22
13F-HR
Quarterly holdings report by institutional manager
2 May 22
13F-HR
Quarterly holdings report by institutional manager
9 Feb 22
13F-HR
Quarterly holdings report by institutional manager
8 Nov 21