Montag & Caldwell, Llc
Get Full AccessDescription
- Montag & Caldwell, LLC is an employee owned investment management firm and was founded in 1945 in Atlanta, GA. The firm serves a wide range of individual and institutional clients through separate accounts and mutual funds. We have experience working with, but not limited to, retirement plans, endowment funds and foundations, state and local governments, hospitals, insurance companies, credit unions, and Taft-Hartley funds. The firm's efforts are concentrated on our large and mid cap growth equity products that comprise over 95.0 percent of our client assets under management. Montag & Caldwells equity selection process is a high quality, growth stock approach and is primarily a bottom-up methodology in which we interrelate valuation with earnings momentum. The average experience of the Montag &Caldwell investment team is 28 years and their average tenure with our firm is 20 years as of March 31, 2013. The research team is comprised of eight individuals and is led by Ronald E. Canakaris, CFA our Chairman and Chief Investment Officer; and Andrew W. Jung, CFA and M. Scott Thompson, CFA our Co-Directors of Research.
-
Headquarters:3455 Peachtree Road Northeast Suite 1500, Atlanta, Georgia, United States
More -
Phone Number: +1 404-836-7100
-
Website: https://www.montag.com
-
Employees:30
-
Revenue:$10 - 50M
-
Legal Name:Montag & Caldwell, Llc
-
Montag & Caldwell, Llc's Social Media
-
Is this data correct?
-
| NAICS Code: 523920 |
Show More
Sell more in less time!
Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Schedule a demo to learn more!
Frequently Asked Questions regarding Montag & Caldwell, Llc
-
Where are Montag & Caldwell, Llc's Headquarters?
Montag & Caldwell, Llc's Headquarters are in 3455 Peachtree Road Northeast Suite 1500,Atlanta,Georgia,United States
-
What is Montag & Caldwell, Llc's phone number?
Montag & Caldwell, Llc's phone number is +1 404-836-7100
-
What is Montag & Caldwell, Llc's official website?
Montag & Caldwell, Llc's official website is https://www.montag.com
-
What is Montag & Caldwell, Llc's Revenue?
Montag & Caldwell, Llc's revenue is $10 - 50M
-
What is Montag & Caldwell, Llc's NAICS code?
Montag & Caldwell, Llc's NAICS code is 523920
-
How many employees are working in Montag & Caldwell, Llc
Montag & Caldwell, Llc has 30 employees
-
What is Montag & Caldwell, Llc's Industry?
Montag & Caldwell, Llc is in the industry of Investment Management
-
Who is Montag & Caldwell, Llc's CEO?
Montag & Caldwell, Llc's CEO is Charlie Markwalter