Montag & Caldwell

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General Info

Montag & Caldwell has long sought to provide superior investment returns and the highest quality service to its clients. Montag & Caldwell is a long-term, high quality investor that focuses on growth opportunities. Its selection disciplines identify attractive securities based on their issuers' long-term operating potential. In 1945, Louis A. Montag started Atlanta's first independent investment advisory firm. The early clients of Louis Montag Investment Counseling were mostly relatives and friends. In 2000, Montag & Caldwell entered into an intent agreement whereby Alleghany Asset Management including Montag & Caldwell would be acquired by ABN AMRO Asset Management Holdings. ABN AMRO Asset Management Holdings, is a subsidiary of ABN AMRO Bank N.V., which is headquartered in the Netherlands and has operations in over 50 countries. The parent company's shares are listed on the New York Stock Exchange. In 2001, the merger with ABN AMRO Asset Management Holdings was consummated.

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BBB Rating

A+

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Extra Phones

Phone: (404) 262-0100

Fax: (404) 836-7230

TollFree: (800) 458-5868

Location

Pinnacle Bldg

AKA

Montag & Caldwell Inc

Montag & Caldwell, LLC

Other Links

https://www.montag.com/about-montag-caldwell/firm-philosophy/#sidr-main

http://montag.com

Category

Investment Advisory Service

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Details

Phone: (404) 836-7100

Address: 3455 Peachtree Rd NE Ste 1500, Atlanta, GA 30326

Website: https://www.montag.com/about-montag-caldwell/firm-philosophy/#sidr-main