Assets Under Management
$577.0M
Number of Clients
194
Number of Advisors
N/A
Average Client AUM
$3.0M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)
Montag & Caldwell manages client portfolios and advises on investments in equity and fixed income securities. They also advise on the use of ETFs and mutual funds. Their investment approach involves selecting securities according to investment disciplines and strategy-specific Model Portfolios.
3455 Peachtree Rd NE Ste 1500, Atlanta, GA, 30326-3280