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July 03, 2015 7:46 AM ET

Capital Markets

Company Overview of A. Montag & Associates, Inc.

Company Overview

A. Montag & Associates, Inc. is an employee owned investment manager. The firm also provides insurance consulting and financial planning services to its clients. It primarily provides its services to high net worth individuals and families. The firm also caters to individuals, pension and profit sharing plans, endowments, and foundations. It manages separate client-focused balanced portfolios. The firm invests in the public equity and fixed income markets across the globe. It also invests in mutual funds to create its portfolios. The firm invests in GARP stocks with emphasis on large-cap companies with market capitalization over $1 billion. For its fixed income securities, the firm primarily...

Suite 2500

Georgia-Pacific Center

133 Peachtree Street

Atlanta, GA 30303

United States

Founded in 1982

Phone:

404-522-5774

Fax:

404-525-3287

Key Executives for A. Montag & Associates, Inc.

Chief Executive Officer, Chief Operating Officer, and Chief Compliance Officer
President, Chief Investment Officer, Chief of Client Services, Investment Counselor, and Chairman of Portfolio Review Committee
Fixed Income Manager
Director of Operations
Founder and Treasurer
Compensation as of Fiscal Year 2015.

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Recent Private Companies Transactions

Type
Date
Target
No transactions available in the past 12 months.
 

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