Montag & Caldwell, an Advocacy Wealth Company, GA — Investment Adviser | BuildTrust

MONTAG & CALDWELL, AN ADVOCACY WEALTH COMPANY

Investment AdviceATLANTA, GAActive

Assets Under Management

$577M

Total AUM

Donut chart: Discretionary 577.0M
Category	Value
Discretionary	577.0M

Adviser Information

Field	Value
CRD Number	104841
SEC Number	801-15398
Street Address	3455 PEACHTREE RD NE STE 1500
Location	ATLANTA, GA 30326-3280
Country	United States
Phone	404-836-7141
Fax	404-836-7192
Total Employees	14

Client Count by Type (194 Total)

Horizontal bar chart: High Net Worth Individual… 99, Individuals (other than H… 68, Charitable Organizations 13, Corporations/Businesses 8, Pooled Investment Vehicle… 6
Category	Value
High Net Worth Individual…	99
Individuals (other than H…	68
Charitable Organizations	13
Corporations/Businesses	8
Pooled Investment Vehicle…	6