Montag Wealth Management Revenue and Competitors
Estimated Revenue & Valuation
- Montag Wealth Management's estimated annual revenue is currently $7.7M per year.
- Montag Wealth Management's estimated revenue per employee is $168,000
Employee Data
- Montag Wealth Management has 46 Employees.
- Montag Wealth Management grew their employee count by 12% last year.
Montag Wealth Management's People
| Name | Title | Email/Phone |
|---|---|---|
1 | CEO | Reveal Email/Phone |
2 | Chief Operating Officer | Reveal Email/Phone |
3 | President & Chief Investment Officer | Reveal Email/Phone |
4 | President & Chief Investment Officer | Reveal Email/Phone |
5 | VP Sales | Reveal Email/Phone |
6 | VP Marketing | Reveal Email/Phone |
7 | Director Financial Planning | Reveal Email/Phone |
8 | Operations Manager | Reveal Email/Phone |
9 | Portfolio Manager | Reveal Email/Phone |
10 | Senior Portfolio Manager | Reveal Email/Phone |
Montag Wealth Management Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $3.8M | 26 | -7% | N/A | N/A |
#2 | $6.7M | 40 | 5% | N/A | N/A |
#3 | $40.7M | 176 | 4% | N/A | N/A |
#4 | $10M | 53 | -4% | N/A | N/A |
#5 | $7.2M | 43 | 48% | N/A | N/A |
#6 | $41.3M | 179 | -3% | N/A | N/A |
#7 | $20.2M | 96 | -10% | N/A | N/A |
#8 | $22.5M | 107 | 35% | N/A | N/A |
#9 | $11.3M | 60 | 0% | N/A | N/A |
#10 | $7.7M | 46 | -2% | N/A | N/A |
What Is Montag Wealth Management?
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 firm’s 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 (RIA).
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Total Funding
46
Number of Employees
$7.7M
Revenue (est)
12%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Other Companies in Atlanta
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $4.4M | 46 | -2% | N/A |
#2 | $9.2M | 46 | -4% | N/A |
#3 | $7.4M | 46 | N/A | N/A |
#4 | $9.9M | 46 | 35% | N/A |
#5 | $5.2M | 46 | -12% | N/A |