| Name | Title | Ownership | Since |
|---|---|---|---|
| Edward Anthony Montag Control | Chief Executive Officer | 50-75% | 2009 |
| Jeffrey R Harari Control | Chief Compliance Officer | Under 5% | 2023 |
| Jeffrey R Harari Control | Chief Operating Officer | Under 5% | 2024 |
Montag a & Associates Inc reports $2.7 billion in regulatory assets under management on its Form ADV.
Montag a & Associates Inc reports 25 employees.
Montag a & Associates Inc is based in Atlanta, GA and has been SEC-registered since 1982.
Montag a & Associates Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 200 Galleria Parkway, Suite 1450, Atlanta, GA 30339 |
| Phone | 404-522-5774 |
| Fax | 404-525-3287 |
| Office hours | 9 A.M - 5 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $2.73B |
| Non-discretionary | $17.1M |
| Total (RAUM) | $2.75B |