visualvisitorlogo
  • Our Platform downarrow
    Powerful Sales
    Intelligence     dashboard
    Platform Overview
    Buyer Intent Data
    B2B Prospect Data     Website Visitor ID Email Tracking
  • Why?downarrow
    Your Challenges Our Data See For Yourself
  • Pricing
  • Resourcesdownarrow
    Resellers
    Add Onsdrop
    Call Tracking     Keyword Level Tracking Reputation Management
    Integrations About Us
    Contactdrop
    Atlanta Jacksonville
    Blog Careers Support
    • Login Free Trial Schedule A Demo
    × Our Platform downarrow
    Why? downarrow
    Pricing Resources downarrow
    visualvisitorlogo ☰

    Montag Wealth Management

    Get Full Access

    Description

    • Montag is an Atlanta-based independent investment management firm specializing in the management of investment portfolios for a broad array of individuals and families, foundations, and other endowed institutions. Since the firms founding in 1982, we have operated independently, without affiliation with any brokerage firms, mutual fund companies, banks, or other financial institutions. The firm is registered with the U.S. Securities and Exchange Commission as a Registered Investment Adviser.
    • location

      Headquarters:133 Peachtree Street Northeast Suite 2500, Atlanta, Georgia, United States

      More
    • Montag Wealth Management phone

      Phone Number: +1 404-522-5774

    • Montag Wealth Management website

      Website: https://www.montagwealth.com

    • Montag Wealth Management employees

      Employees:24

    • Montag Wealth Management revenue

      Revenue:$1 - 10M

    • Montag Wealth Management legal name

      Legal Name:Montag Wealth Management

    • Montag Wealth Management's Social Media

      Montag Wealth Management linkedin
    • done Is this data correct?

    • |  NAICS Code: 523930  |

      Show More
    Person level website identification

    CEO for Montag Wealth Management

    Ned Montag

    Chief Executive Officer And Co-Owner

    Person level website visitor identification

    Sell more in less time!

    Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Schedule a demo to learn more!

    View Employees

    Stacey Godwin

    Chief Compliance Officer

    Anthony Montag

    Founder At Montag Wealth Management

    R Lee

    Director Of Marketing Operations

    Steven Whittington

    Director Of Business Development

    Benjamin Harris

    Senior Portfolio Manager

    Frequently Asked Questions regarding Montag Wealth Management

    • Where are Montag Wealth Management's Headquarters?

      Montag Wealth Management's Headquarters are in 133 Peachtree Street Northeast Suite 2500,Atlanta,Georgia,United States

    • What is Montag Wealth Management's phone number?

      Montag Wealth Management's phone number is +1 404-522-5774

    • What is Montag Wealth Management's official website?

      Montag Wealth Management's official website is https://www.montagwealth.com

    • What is Montag Wealth Management's Revenue?

      Montag Wealth Management's revenue is $1 - 10M

    • What is Montag Wealth Management's NAICS code?

      Montag Wealth Management's NAICS code is 523930

    • How many employees are working in Montag Wealth Management

      Montag Wealth Management has 24 employees

    • What is Montag Wealth Management's Industry?

      Montag Wealth Management is in the industry of Financial Services

    • Who is Montag Wealth Management's CEO?

      Montag Wealth Management's CEO is Ned Montag

    Company Directory