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Montag & Caldwell

Investment Management

Specialities :
Investment management
Investment strategies
Wealth management
Portfolio management
Risk management

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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
11 - 50
About Us
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Employees
Buyer Intent
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Frequently Asked Questions About Montag & Caldwell

What does Montag & caldwell do?+

The story of the Montag & Caldwell brand name traces its roots back to 1945, when Louis A. Montag started one of Atlantas earliest independent investment advisory firms. The current brand name of Montag & Caldwell was adopted in 1956. Effective August 1, 2024, M&C operates as a distinct brand/business unit within Advocacy Wealth Management, LLC, an SEC-registered investment adviser, pursuant to the terms of an asset purchase agreement. Using our proprietary, time-tested investment strategies, we work to help our clients reach their financial goals and build their financial legacy. The cornerstone of our success lies in the consistency of...

What are Montag & caldwell's specialties? +

Investment management,investment strategies ,wealth management ,portfolio management ,risk management ,high quality investments ,growth equity ,asset allocation ,fixed income ,and client service

What is Montag & caldwell's industry? +

Montag & caldwell operates in the Investment management industry.

What is Montag & caldwell's revenue? +

Montag & caldwell's revenue is 11m - 100m

What is Montag & caldwell's company size? +

Montag & caldwell has 11 - 50 employees.

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