Montag Manangement Corp (Charlotte)

Name: Montag Manangement Corp
Address: 4100 Carmel Road, Charlotte, NC, 28226
Telephone: 704-556-9788

Montag Manangement Corp is a large advisory firm based in Charlotte. It manages $34.48 million of regulatory assets for 43 client accounts. It has been registered with the SEC as an adviser since 2001.

Montag Manangement Corp provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Montag Manangement Corp: assets under management

The assets under management (AUM) of Montag Manangement Corp is $34.48 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 4% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $34.48 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $801.86 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Montag Manangement Corp for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Montag Manangement Corp

James Lee Montag has been acting as President since 1 Jan 1989. Jeffrey Grossman Vaughan joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James Lee Montag	President	1 Jan 1989	50% - 75%	2072179
Ethel Straus Montag	Executive officer	1 Jan 1989	50% - 75%	2072182
Jeffrey Grossman Vaughan	Vice president	1 Sep 1997	Other	2388127

Based in Charlotte

The principal office where Montag Manangement Corp performs its advisory services is located at 4100 Carmel Road, Charlotte, NC 28226, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 704-556-9788 or by fax 704-556-9166. The normal business hours are 8:30-5:00 on Monday - Friday. You can find more information about the New York firm at www.montagmanagement.com.