# MONTAG MANANGEMENT CORP

MONTAG MANANGEMENT CORP of CHARLOTTE, NC is an SEC-registered investment adviser.

## Registration

- CRD: 109323
- Type: SEC-registered investment adviser
- SEC file number: 801-55889
- Location: 2915 PROVIDENCE RD, STE 250, CHARLOTTE, NC, 28211
- Phone: 704-362-1886
- Latest filing: 2004-08-23
- Regulatory AUM: $34.5M
- Discretionary AUM: $34.5M
- Clients: 1
- Accounts: 43

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| [MONTAG JAMES LEE](https://search.stillhousedata.com/person/759910) | PRESIDENT | — |
| [VAUGHAN JEFFREY GROSSMAN](https://search.stillhousedata.com/person/782014) | VICE PRESIDENT | — |
| [MONTAG ETHEL STRAUS](https://search.stillhousedata.com/person/782015) | EXECUTIVE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109323/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109323/similar
- Related entities: https://search.stillhousedata.com/firm/109323/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109323

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.