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| Happy Holidays!! thanks for using AUM13F!! |
| Montag A & Associates Inc
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| CRD # | 105756 |
| SEC # | 801-17671 |
| CIK # | 0000829407 |
| AUM | $2.7 B (2025-05-06) |
| Employees | 25 (40% Investors, 0% Brokers) |
| Phone | 404-522-5774 |
| Address | 200 Galleria Parkway Atlanta, GA 30339 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.1 | ||
| Apple Inc | 0.1 | ||
| Amazon Com Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| VISA Inc | 0.0 | ||
| Coca Cola Co | 0.0 | ||
| Home Depot Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Wal Mart Stores Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 138 | 0.1 |
| (b) Individuals (high net worth individuals) | 343 | 2.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 18 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,299 | 2.7 |
| By Discretionary | ||
| Discretionary | 1,294 | 2.7 |
| Non-Discretionary | 5 | 0.0 |
| Total | 1,299 | 2.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.7 | |
| Total | 1,299 | 2.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000829407] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sigfig Wealth Management LLC
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|
CA | 3.0 |
|
Northeast Investment Management Inc
✚
|
MA | 2.9 |
|
Systematic Alpha Investments LLC
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NJ | 2.7 |
|
Cardiff Park Advisors LLC
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2.7 | |
|
Waters Parkerson & Co LLC
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LA | 2.7 |
|
Diversify Wealth Management LLC
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UT | 2.5 |
|
Sonora Investment Management Group LLC
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|
AZ | 2.4 |
|
Zemenick & Walker Inc
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|
MO | 2.4 |
|
Nichols & Pratt Advisers LLP
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|
MA | 2.3 |
|
Angeles Wealth Management LLC
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|
CA | 2.3 |