MONTAG A & ASSOCIATES INC of ATLANTA, GA is an SEC-registered investment adviser (CRD 105756). Regulatory assets under management: $3.0B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Edward Anthony Montag | CHIEF EXECUTIVE OFFICER | — |
| John Louis Montag | PRESIDENT, CHIEF INVESTMENT OFFICER | — |
| Jeffrey R Harari | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER | — |
| MONTAG LOUIS ANTHONY | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER (+4 more) | — |
| MONTAG JACKIE EICHOLD | SECRETARY | — |
| MONTAG JOHN LOUIS | ASSOCIATE/PORTFOLIO MANAGER; CHIEF OF CLIENT SERVICES; PRESIDENT (+2 more) | — |
| Godwin Stacey Howell | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, SECRETARY; SECRETARY | — |
| Harari Jeffrey R | CHIEF COMPLIANCE OFFICER; CHIEF FINANCIAL OFFICER; CHIEF OPERATING OFFICER | — |