MONTAG & CALDWELL, LLC
Tel: 404-836-7100 3455 Peachtree Rd Ne Ste 1500 Atlanta, Georgia 30326-3280
About 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
Firm CRD#:
104841
Firm SEC#:
801-15398
Assets Under Management:
$683,499,907
No. of Clients:
216
Advisory Services Provided:
Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients
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