Montag & Caldwell is an investment advisor in Atlanta with $964.63 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Montag & Caldwell Inc
SEC CIK
IRS number
263165863
SEC advisor number
801-15398
FINRA CRD number
104841
AUM ?
$683.50 mm
(as of 26 Mar 24)
Accounts
216
(as of 26 Mar 24)
Employees
17
(8 investment advisory or research)
Address
Montag & Caldwell
3455 PEACHTREE ROAD NE
STE 1500
ATLANTA
GA 30326
3455 PEACHTREE ROAD NE
STE 1500
ATLANTA
GA 30326
Phone
4048367129
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
5 Feb 24
13F-HR
Quarterly holdings report by institutional manager
3 Nov 23
13F-HR
Quarterly holdings report by institutional manager
7 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
9 Aug 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
12 May 22
13F-HR
Quarterly holdings report by institutional manager
6 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22