Assets Under Management
$2.1B
Number of Clients
1,487
Number of Advisors
25
Average Client AUM
$1.4M
AUM per Advisor
$83.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
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 for some portfolios. Their investment approach involves selecting securities according to investment strategies and including them in model portfolios.
3455 Peachtree Road Ne, Suite 1500, Atlanta, GA, 30326-3280