Insights

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Gathering insights about Montag & Caldwell

Montag & Caldwell Tech Stack

Montag & Caldwell uses 8 technology products and services including Google Analytics, WordPress, Shopify, and more. Explore Montag & Caldwell's tech stack below.

  • Google Analytics
    Analytics
  • WordPress
    Content Management System
  • Shopify
    E-commerce
  • Google Font API
    Font Scripts
  • Twitter Emoji (Twemoji)
    Font Scripts
  • jQuery
    Javascript Libraries
  • RSS
    Miscellaneous
  • PHP
    Programming Languages

Media & News

Montag & Caldwell's Email Address Formats

Montag & Caldwell uses at least 1 format(s):
Montag & Caldwell Email FormatsExamplePercentage
FLast@montag.comJDoe@montag.com
49%
FirstLast@montag.comJohnDoe@montag.com
1%
FLast@montag.comJDoe@montag.com
49%
FirstLast@montag.comJohnDoe@montag.com
1%

Frequently Asked Questions

Where is Montag & Caldwell's headquarters located?

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Montag & Caldwell's main headquarters is located at 3455 Peachtree Rd NE Suite 1500 Atlanta, GA 30326 US. The company has employees across 3 continents, including North AmericaEuropeSouth America.

What is Montag & Caldwell's phone number?

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You can contact Montag & Caldwell's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Montag & Caldwell's official website and social media links?

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Montag & Caldwell's official website is montag.com and has social profiles on LinkedIn.

How much revenue does Montag & Caldwell generate?

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As of August 2024, Montag & Caldwell's annual revenue reached $47M.

What is Montag & Caldwell's SIC code NAICS code?

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Montag & Caldwell's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Montag & Caldwell have currently?

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As of August 2024, Montag & Caldwell has approximately 22 employees across 3 continents, including North AmericaEuropeSouth America. Key team members include Chief Executive Officer: C. M.Chief Executive Officer: S. P.Chief Investment Officer: S. T.. Explore Montag & Caldwell's employee directory with LeadIQ.

What industry does Montag & Caldwell belong to?

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Montag & Caldwell operates in the Financial Services industry.

What technology does Montag & Caldwell use?

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Montag & Caldwell's tech stack includes Google AnalyticsWordPressShopifyGoogle Font APITwitter Emoji (Twemoji)jQueryRSSPHP.

What is Montag & Caldwell's email format?

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Montag & Caldwell's email format typically follows the pattern of . Find more Montag & Caldwell email formats with LeadIQ.

When was Montag & Caldwell founded?

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Montag & Caldwell was founded in 1945.
Montag & Caldwell

Montag & Caldwell

Financial ServicesGeorgia, United States11-50 Employees

Founded in 1945, Montag & Caldwell is an SEC registered investment advisory firm that seeks to provide investment returns through the competent, disciplined, fundamental analysis of individual securities. Using our proprietary, time-tested investment strategies, we work to help our clients reach their financial goals and build their financial legacy. The cornerstone of our success lies in the consistency of our process, philosophy, and people. 

MISSION 
To bring simplicity and a more efficient methodology to investment management, leading to greater transparency, investment returns & quality service for our clients. 

INVESTMENT SOLUTIONS
Montag & Caldwell has provided proprietary investment solutions for our clients for over 75 years. As a fiduciary, our priority always lies with the best interest of the client. We provide investment management solutions developed and managed by our team, in house, as opposed to other firms which may outsource all or part of their solutions. Our investment team is backed by a proven and fundamental research discipline that has been in place for over 35 years.  

While primarily known for managing equity securities, our firm’s experience also includes fixed income and asset allocation strategies. With an emphasis on managing risk, our investment professionals provide a holistic, solutions-based approach to investment management and our clients benefit from our firm’s expertise and success in serving sophisticated institutional investors as well as individuals and their families. While other investment advisors may be full-service generalists, we believe that specializing in investment management provides a better solution for clients who prefer working with specialists in each field, rather than a generalist who works in all areas of financial planning. 

PLEASE REVIEW OUR SOCIAL MEDIA DISCLAIMER: www.montag.com/social-media-disclosure/

Section iconCompany Overview

Headquarters
3455 Peachtree Rd NE Suite 1500 Atlanta, GA 30326 US
Phone number
Website
montag.com
SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Founded
1945
Employees
11-50

Section iconFunding & Financials

  • $10M$50M

    Montag & Caldwell's revenue is in the range of $10M$50M

Section iconFunding & Financials

  • $10M$50M

    Montag & Caldwell's revenue is in the range of $10M$50M

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