Montag a & Associates Inc
● SEC registered since 1982CRD 105756SEC# 801-17671Atlanta, GA
Reg. AUM
$2.97B
Employees
30
Accounts
1,308
Location
Atlanta, GA
Montag a & Associates Inc assets under management
Montag a & Associates Inc is an SEC-registered investment adviser based in Atlanta, GA. The firm has been registered since 1982. It reports $3 billion in regulatory assets under management and employs 30 people.
Montag a & Associates Inc owners & executives
4 reported| 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 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Montag a & Associates Inc manage?
Montag a & Associates Inc reports $3 billion in regulatory assets under management on its Form ADV.
How many employees does Montag a & Associates Inc have?
Montag a & Associates Inc reports 30 employees.
Where is Montag a & Associates Inc located?
Montag a & Associates Inc is based in Atlanta, GA and has been SEC-registered since 1982.
Does Montag a & Associates Inc disclose fund performance?
Montag a & Associates Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$2.97B▲ 19%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 17%
Larger than 83% of 16,271 advisers
EmployeesTop 18%
More than 82% of 16,825 advisers
Assets under management
$2.97Bregulatory AUM
Discretionary $2.96BNon-discretionary $15.6M