MONTAG A & ASSOCIATES INC
Legal name: MONTAG
CRD #105756 SEC #801-17671 ATLANTA, GA 404-522-5774
SEC Registered
Total AUM
$2.7B
Discretionary
$2.7B
Employees
23
Clients
26
Accounts
1,299
Firm Details
- Organization Type
- Corporation
- State of Formation
- Georgia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 6, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Godwin, Stacey, Howell | I | CHIEF COMPLIANCE OFFICER | NA | |
| Godwin, Stacey, Howell | I | CHIEF COMPLIANCE OFFICER | NA | |
| Godwin, Stacey, Howell | I | CHIEF COMPLIANCE OFFICER | NA | |
| Godwin, Stacey, Howell | I | CHIEF COMPLIANCE OFFICER | NA | |
| Godwin, Stacey, Howell | I | CHIEF COMPLIANCE OFFICER | NA | |
| Godwin, Stacey, Howell | I | CHIEF COMPLIANCE OFFICER | NA | |
| Godwin, Stacey, Howell | I | CHIEF COMPLIANCE OFFICER | NA | |
| Godwin, Stacey, Howell | I | CHIEF COMPLIANCE OFFICER | NA | |
| Godwin, Stacey, Howell | I | CHIEF COMPLIANCE OFFICER, SECRETARY | NA | Control |
| Godwin, Stacey, Howell | I | CHIEF COMPLIANCE OFFICER | NA | |
| Godwin, Stacey, Howell | I | CHIEF COMPLIANCE OFFICER, SECRETARY | NA | Control |
| Godwin, Stacey, Howell | I | CHIEF COMPLIANCE OFFICER, SECRETARY | NA | Control |
| Godwin, Stacey, Howell | I | CHIEF COMPLIANCE OFFICER, SECRETARY | NA | Control |
| Godwin, Stacey, Howell | I | CHIEF COMPLIANCE OFFICER, SECRETARY | NA | Control |
| Godwin, Stacey, Howell | I | CHIEF COMPLIANCE OFFICER, SECRETARY | NA | Control |
| Godwin, Stacey, Howell | I | CHIEF COMPLIANCE OFFICER, SECRETARY | NA | Control |
| Godwin, Stacey, Howell | I | CHIEF COMPLIANCE OFFICER, SECRETARY | NA | Control |
| Godwin, Stacey, Howell | I | CHIEF COMPLIANCE OFFICER, SECRETARY | NA | Control |
| Godwin, Stacey, Howell | I | CHIEF COMPLIANCE OFFICER, SECRETARY | NA | Control |
| Godwin, Stacey, Howell | I | CHIEF COMPLIANCE OFFICER, SECRETARY | NA | Control |
| Godwin, Stacey, Howell | I | CHIEF COMPLIANCE OFFICER, SECRETARY | NA | Control |
| Godwin, Stacey, Howell | I | CHIEF COMPLIANCE OFFICER, SECRETARY | NA | Control |
| Godwin, Stacey, Howell | I | CHIEF COMPLIANCE OFFICER, SECRETARY | NA | Control |
| Godwin, Stacey, Howell | I | CHIEF COMPLIANCE OFFICER, SECRETARY | NA | Control |
| Godwin, Stacey, Howell | I | SECRETARY | NA | Control |
| Godwin, Stacey, Howell | I | CHIEF COMPLIANCE OFFICER, SECRETARY | NA | Control |
| Godwin, Stacey, Howell | I | SECRETARY | NA | Control |
| Godwin, Stacey, Howell | I | SECRETARY | NA | Control |
| Godwin, Stacey, Howell | I | SECRETARY | NA | Control |
| Harari, Jeffrey, R | I | CHIEF FINANCIAL OFFICER | NA | |
| Harari, Jeffrey, R | I | CHIEF FINANCIAL OFFICER | NA | |
| Harari, Jeffrey, R | I | CHIEF FINANCIAL OFFICER | NA | |
| Harari, Jeffrey, R | I | CHIEF FINANCIAL OFFICER | NA | |
| Harari, Jeffrey, R | I | CHIEF FINANCIAL OFFICER | NA | |
| Harari, Jeffrey, R | I | CHIEF FINANCIAL OFFICER | NA | |
| Harari, Jeffrey, R | I | CHIEF FINANCIAL OFFICER | NA | |
| Harari, Jeffrey, R | I | CHIEF FINANCIAL OFFICER | NA | |
| Harari, Jeffrey, R | I | CHIEF FINANCIAL OFFICER | NA | |
| Harari, Jeffrey, R | I | CHIEF FINANCIAL OFFICER | NA | |
| Harari, Jeffrey, R | I | CHIEF FINANCIAL OFFICER | NA | |
| Harari, Jeffrey, R | I | CHIEF FINANCIAL OFFICER | NA | |
| Harari, Jeffrey, R | I | CHIEF FINANCIAL OFFICER | NA | |
| Harari, Jeffrey, R | I | CHIEF FINANCIAL OFFICER | NA | |
| Harari, Jeffrey, R | I | CHIEF FINANCIAL OFFICER | NA | |
| Harari, Jeffrey, R | I | CHIEF FINANCIAL OFFICER | NA | |
| Harari, Jeffrey, R | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Harari, Jeffrey, R | I | CHIEF FINANCIAL OFFICER | NA | |
| Harari, Jeffrey, R | I | CHIEF FINANCIAL OFFICER | NA | |
| Harari, Jeffrey, R | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Harari, Jeffrey, R | I | CHIEF OPERATING OFFICER | NA | |
| Harari, Jeffrey, R | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Harari, Jeffrey, R | I | CHIEF OPERATING OFFICER | NA | Control |
| Harari, Jeffrey, R | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Harari, Jeffrey, R | I | CHIEF FINANCIAL OFFICER | NA | |
| Harari, Jeffrey, R | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Harari, Jeffrey, R | I | CHIEF OPERATING OFFICER | NA | Control |
| Harari, Jeffrey, R | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Harari, Jeffrey, R | I | CHIEF OPERATING OFFICER | NA | Control |
| Harari, Jeffrey, R | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Harari, Jeffrey, R | I | CHIEF OPERATING OFFICER | NA | Control |
| Harari, Jeffrey, R | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Harari, Jeffrey, R | I | CHIEF OPERATING OFFICER | NA | Control |
| Harari, Jeffrey, R | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Harari, Jeffrey, R | I | CHIEF OPERATING OFFICER | NA | Control |
| Harari, Jeffrey, R | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Harari, Jeffrey, R | I | CHIEF OPERATING OFFICER | NA | Control |
| Harari, Jeffrey, R | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Harari, Jeffrey, R | I | CHIEF OPERATING OFFICER | NA | Control |
| Harari, Jeffrey, R | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MONTAG, JACKIE, EICHOLD | I | SECRETARY | NA | Control |
| MONTAG, JACKIE, EICHOLD | I | SECRETARY | NA | Control |
| MONTAG, JACKIE, EICHOLD | I | SECRETARY | NA | Control |
| MONTAG, JACKIE, EICHOLD | I | SECRETARY | NA | Control |
| MONTAG, JACKIE, EICHOLD | I | SECRETARY | NA | Control |
| MONTAG, JACKIE, EICHOLD | I | SECRETARY | NA | Control |
| MONTAG, RUTH, EICHOLD | I | SECRETARY | NA | Control |
| MONTAG, RUTH, EICHOLD | I | SECRETARY | NA | Control |
| MONTAG, RUTH, EICHOLD | I | SECRETARY | NA | Control |
| MONTAG, RUTH, EICHOLD | I | SECRETARY | NA | Control |
| MONTAG, RUTH, EICHOLD | I | SECRETARY | NA | Control |
| MONTAG, RUTH, EICHOLD | I | SECRETARY | NA | Control |
| MONTAG, RUTH, EICHOLD | I | SECRETARY | NA | Control |
| MONTAG, RUTH, EICHOLD | I | SECRETARY | NA | Control |
| MONTAG, RUTH, EICHOLD | I | SECRETARY | NA | Control |
| MONTAG, RUTH, EICHOLD | I | SECRETARY | NA | Control |
| MONTAG, RUTH, EICHOLD | I | SECRETARY | NA | Control |
| MONTAG, RUTH, EICHOLD | I | SECRETARY | NA | Control |
| MONTAG, RUTH, EICHOLD | I | SECRETARY | NA | Control |
| MONTAG, RUTH, EICHOLD | I | SECRETARY | NA | Control |
| MONTAG, RUTH, EICHOLD | I | SECRETARY | NA | Control |
| MONTAG, RUTH, EICHOLD | I | SECRETARY | NA | Control |
| MONTAG, RUTH, EICHOLD | I | SECRETARY | NA | Control |
| MONTAG, RUTH, EICHOLD | I | SECRETARY | NA | Control |
| MONTAG, RUTH, EICHOLD | I | SECRETARY | NA | Control |
| MONTAG, RUTH, EICHOLD | I | SECRETARY | NA | Control |
| MONTAG, RUTH, EICHOLD | I | SECRETARY | NA | Control |
| MONTAG, RUTH, EICHOLD | I | SECRETARY | NA | Control |
| MONTAG, RUTH, EICHOLD | I | SECRETARY | NA | Control |
| MONTAG, RUTH, EICHOLD | I | SECRETARY | NA | Control |
| MONTAG, RUTH, EICHOLD | I | SECRETARY | NA | Control |
| MONTAG, RUTH, EICHOLD | I | SECRETARY | NA | Control |
| MONTAG, RUTH, EICHOLD | I | SECRETARY | NA | Control |
| MONTAG, RUTH, EICHOLD | I | SECRETARY | NA | Control |
| MONTAG, RUTH, EICHOLD | I | SECRETARY | NA | Control |
| MONTAG, RUTH, EICHOLD | I | SECRETARY | NA | Control |
| MONTAG, RUTH, EICHOLD | I | SECRETARY | NA | Control |
| MONTAG, RUTH, EICHOLD | I | SECRETARY | NA | Control |
| MONTAG, RUTH, EICHOLD | I | SECRETARY | NA | Control |
| MONTAG, RUTH, EICHOLD | I | SECRETARY | NA | Control |
| MONTAG, RUTH, EICHOLD | I | SECRETARY | NA | Control |
| MONTAG, RUTH, EICHOLD | I | SECRETARY | NA | Control |
| MONTAG, RUTH, EICHOLD | I | SECRETARY | NA | Control |
| MONTAG, EDWARD, ANTHONY | I | CHIEF EXECUTIVE OFFICER | D | Control |
| MONTAG, EDWARD, ANTHONY | I | CHIEF EXECUTIVE OFFICER | D | Control |
| MONTAG, EDWARD, ANTHONY | I | CHIEF EXECUTIVE OFFICER | D | Control |
| MONTAG, EDWARD, ANTHONY | I | CHIEF EXECUTIVE OFFICER | D | Control |
| MONTAG, EDWARD, ANTHONY | I | CHIEF EXECUTIVE OFFICER | D | Control |
| MONTAG, EDWARD, ANTHONY | I | CHIEF EXECUTIVE OFFICER | D | Control |
| MONTAG, EDWARD, ANTHONY | I | CHIEF EXECUTIVE OFFICER | D | Control |
| MONTAG, EDWARD, ANTHONY | I | CHIEF EXECUTIVE OFFICER | D | Control |
| MONTAG, EDWARD, ANTHONY | I | CHIEF EXECUTIVE OFFICER | D | Control |
| MONTAG, EDWARD, ANTHONY | I | CHIEF EXECUTIVE OFFICER | D | Control |
| MONTAG, EDWARD, ANTHONY | I | CHIEF EXECUTIVE OFFICER | D | Control |
| MONTAG, EDWARD, ANTHONY | I | CHIEF EXECUTIVE OFFICER | D | Control |
| MONTAG, EDWARD, ANTHONY | I | CHIEF EXECUTIVE OFFICER | D | Control |
| MONTAG, EDWARD, ANTHONY | I | CHIEF EXECUTIVE OFFICER | D | Control |
| MONTAG, EDWARD, ANTHONY | I | CHIEF EXECUTIVE OFFICER | D | Control |
| MONTAG, EDWARD, ANTHONY | I | CHIEF EXECUTIVE OFFICER | D | Control |
| MONTAG, EDWARD, ANTHONY | I | CHIEF EXECUTIVE OFFICER | D | Control |
| MONTAG, EDWARD, ANTHONY | I | CHIEF EXECUTIVE OFFICER | D | Control |
| MONTAG, EDWARD, ANTHONY | I | CHIEF EXECUTIVE OFFICER | D | Control |
| MONTAG, EDWARD, ANTHONY | I | CHIEF EXECUTIVE OFFICER | D | Control |
| MONTAG, EDWARD, ANTHONY | I | CHIEF EXECUTIVE OFFICER | D | Control |
| MONTAG, EDWARD, ANTHONY | I | CHIEF EXECUTIVE OFFICER | D | Control |
| MONTAG, EDWARD, ANTHONY | I | CHIEF EXECUTIVE OFFICER | D | Control |
| MONTAG, EDWARD, ANTHONY | I | CHIEF EXECUTIVE OFFICER | D | Control |
| MONTAG, EDWARD, ANTHONY | I | CHIEF EXECUTIVE OFFICER | D | Control |
| MONTAG, EDWARD, ANTHONY | I | CHIEF EXECUTIVE OFFICER | D | Control |
| MONTAG, EDWARD, ANTHONY | I | CHIEF EXECUTIVE OFFICER | D | Control |
| MONTAG, EDWARD, ANTHONY | I | CHIEF EXECUTIVE OFFICER | D | Control |
| MONTAG, JOHN, LOUIS | I | PRESIDENT, CHIEF INVESTMENT OFFICER | D | Control |
| MONTAG, JOHN, LOUIS | I | PRESIDENT, CHIEF INVESTMENT OFFICER | D | Control |
| MONTAG, JOHN, LOUIS | I | PRESIDENT, CHIEF INVESTMENT OFFICER | D | Control |
| MONTAG, JOHN, LOUIS | I | PRESIDENT, CHIEF INVESTMENT OFFICER | D | Control |
| MONTAG, JOHN, LOUIS | I | PRESIDENT, CHIEF INVESTMENT OFFICER | D | Control |
| MONTAG, JOHN, LOUIS | I | PRESIDENT, CHIEF INVESTMENT OFFICER | D | Control |
| MONTAG, JOHN, LOUIS | I | PRESIDENT, CHIEF INVESTMENT OFFICER | D | Control |
| MONTAG, JOHN, LOUIS | I | PRESIDENT, CHIEF INVESTMENT OFFICER | D | Control |
| MONTAG, JOHN, LOUIS | I | PRESIDENT, CHIEF INVESTMENT OFFICER | D | Control |
| MONTAG, JOHN, LOUIS | I | PRESIDENT, CHIEF INVESTMENT OFFICER | D | Control |
| MONTAG, JOHN, LOUIS | I | PRESIDENT, CHIEF INVESTMENT OFFICER | D | Control |
| MONTAG, JOHN, LOUIS | I | PRESIDENT, CHIEF INVESTMENT OFFICER | D | Control |
| MONTAG, JOHN, LOUIS | I | PRESIDENT, CHIEF INVESTMENT OFFICER | D | Control |
| MONTAG, JOHN, LOUIS | I | PRESIDENT, CHIEF INVESTMENT OFFICER | D | Control |
| MONTAG, JOHN, LOUIS | I | PRESIDENT, CHIEF INVESTMENT OFFICER | D | Control |
| MONTAG, JOHN, LOUIS | I | PRESIDENT, CHIEF INVESTMENT OFFICER | D | Control |
| MONTAG, JOHN, LOUIS | I | PRESIDENT, CHIEF INVESTMENT OFFICER | D | Control |
| MONTAG, JOHN, LOUIS | I | PRESIDENT, CHIEF INVESTMENT OFFICER | D | Control |
| MONTAG, JOHN, LOUIS | I | PRESIDENT, CHIEF INVESTMENT OFFICER | D | Control |
| MONTAG, JOHN, LOUIS | I | PRESIDENT, CHIEF INVESTMENT OFFICER | D | Control |
| MONTAG, JOHN, LOUIS | I | PRESIDENT, CHIEF INVESTMENT OFFICER | D | Control |
| MONTAG, JOHN, LOUIS | I | PRESIDENT, CHIEF INVESTMENT OFFICER | D | Control |
| MONTAG, JOHN, LOUIS | I | PRESIDENT, CHIEF INVESTMENT OFFICER | D | Control |
| MONTAG, JOHN, LOUIS | I | PRESIDENT, CHIEF INVESTMENT OFFICER | D | Control |
| MONTAG, JOHN, LOUIS | I | PRESIDENT, CHIEF INVESTMENT OFFICER | D | Control |
| MONTAG, JOHN, LOUIS | I | PRESIDENT, CHIEF INVESTMENT OFFICER | D | Control |
| MONTAG, JOHN, LOUIS | I | PRESIDENT, CHIEF INVESTMENT OFFICER | D | Control |
| MONTAG, JOHN, LOUIS | I | PRESIDENT, CHIEF INVESTMENT OFFICER | D | Control |
| MONTAG, LOUIS, ANTHONY | I | PRESIDENT & TREASURER | D | Control |
| MONTAG, EDWARD, ANTHONY | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | C | Control |
| MONTAG, EDWARD, ANTHONY | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | C | Control |
| MONTAG, EDWARD, ANTHONY | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | C | Control |
| MONTAG, EDWARD, ANTHONY | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | C | Control |
| MONTAG, EDWARD, ANTHONY | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | C | Control |
| MONTAG, EDWARD, ANTHONY | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | C | Control |
| MONTAG, EDWARD, ANTHONY | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | C | Control |
| MONTAG, EDWARD, ANTHONY | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | C | Control |
| MONTAG, EDWARD, ANTHONY | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | C | Control |
| MONTAG, EDWARD, ANTHONY | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | C | Control |
| MONTAG, EDWARD, ANTHONY | I | CHIEF OPERATING OFFICER/COMPLIANCE DIRECTOR | C | Control |
| MONTAG, EDWARD, ANTHONY | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | C | Control |
| MONTAG, EDWARD, ANTHONY | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | C | Control |
| MONTAG, EDWARD, ANTHONY | I | CHIEF OPERATING OFFICER | C | Control |
| MONTAG, EDWARD, ANTHONY | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | C | Control |
| MONTAG, EDWARD, ANTHONY | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | C | Control |
| MONTAG, EDWARD, ANTHONY | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | C | Control |
| MONTAG, EDWARD, ANTHONY | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | C | Control |
| MONTAG, EDWARD, ANTHONY | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | C | Control |
| MONTAG, EDWARD, ANTHONY | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | C | Control |
| MONTAG, EDWARD, ANTHONY | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | C | Control |
| MONTAG, EDWARD, ANTHONY | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | C | Control |
| MONTAG, EDWARD, ANTHONY | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | C | Control |
| MONTAG, EDWARD, ANTHONY | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | C | Control |
| MONTAG, EDWARD, ANTHONY | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | C | Control |
| MONTAG, EDWARD, ANTHONY | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | C | Control |
| MONTAG, EDWARD, ANTHONY | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | C | Control |
| MONTAG, EDWARD, ANTHONY | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | C | Control |
| MONTAG, EDWARD, ANTHONY | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | C | Control |
| MONTAG, EDWARD, ANTHONY | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | C | Control |
| MONTAG, EDWARD, ANTHONY | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | C | Control |
| MONTAG, EDWARD, ANTHONY | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | C | Control |
| MONTAG, EDWARD, ANTHONY | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | C | Control |
| MONTAG, EDWARD, ANTHONY | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | C | Control |
| MONTAG, EDWARD, ANTHONY | I | CHIEF EXECUTIVE OFFICER | C | Control |
| MONTAG, EDWARD, ANTHONY | I | CHIEF EXECUTIVE OFFICER | C | Control |
| MONTAG, EDWARD, ANTHONY | I | CHIEF EXECUTIVE OFFICER | C | Control |
| MONTAG, EDWARD, ANTHONY | I | CHIEF EXECUTIVE OFFICER | C | Control |
| MONTAG, EDWARD, ANTHONY | I | CHIEF EXECUTIVE OFFICER | C | Control |
| MONTAG, EDWARD, ANTHONY | I | CHIEF EXECUTIVE OFFICER | C | Control |
| MONTAG, EDWARD, ANTHONY | I | CHIEF EXECUTIVE OFFICER | C | Control |
| MONTAG, EDWARD, ANTHONY | I | CHIEF EXECUTIVE OFFICER | C | Control |
| MONTAG, EDWARD, ANTHONY | I | CHIEF EXECUTIVE OFFICER | C | Control |
| MONTAG, JOHN, LOUIS | I | CHIEF OF CLIENT SERVICES | C | Control |
| MONTAG, JOHN, LOUIS | I | CHIEF OF CLIENT SERVICES | C | Control |
| MONTAG, JOHN, LOUIS | I | CHIEF OF CLIENT SERVICES | C | Control |
| MONTAG, JOHN, LOUIS | I | CHIEF OF CLIENT SERVICES | C | Control |
| MONTAG, JOHN, LOUIS | I | PRESIDENT & CHIEF INVESTMENT OFFICER | C | Control |
| MONTAG, JOHN, LOUIS | I | PRESIDENT & CHIEF INVESTMENT OFFICER | C | Control |
| MONTAG, JOHN, LOUIS | I | CHIEF OF CLIENT SERVICES | C | Control |
| MONTAG, JOHN, LOUIS | I | PRESIDENT | C | Control |
| MONTAG, JOHN, LOUIS | I | PRESIDENT & CHIEF INVESTMENT OFFICER | C | Control |
| MONTAG, JOHN, LOUIS | I | PRESIDENT & CHIEF INVESTMENT OFFICER | C | Control |
| MONTAG, JOHN, LOUIS | I | CHIEF OF CLIENT SERVICES | C | Control |
| MONTAG, JOHN, LOUIS | I | CHIEF OF CLIENT SERVICES | C | Control |
| MONTAG, JOHN, LOUIS | I | CHIEF OF CLIENT SERVICES | C | Control |
| MONTAG, JOHN, LOUIS | I | ASSOCIATE/PORTFOLIO MANAGER | C | Control |
| MONTAG, JOHN, LOUIS | I | CHIEF OF CLIENT SERVICES | C | Control |
| MONTAG, JOHN, LOUIS | I | CHIEF OF CLIENT SERVICES | C | Control |
| MONTAG, JOHN, LOUIS | I | CHIEF OF CLIENT SERVICES | C | Control |
| MONTAG, JOHN, LOUIS | I | CHIEF OF CLIENT SERVICES | C | Control |
| MONTAG, JOHN, LOUIS | I | PRESIDENT & CHIEF INVESTMENT OFFICER | C | Control |
| MONTAG, JOHN, LOUIS | I | PRESIDENT & CHIEF INVESTMENT OFFICER | C | Control |
| MONTAG, JOHN, LOUIS | I | PRESIDENT & CHIEF INVESTMENT OFFICER | C | Control |
| MONTAG, JOHN, LOUIS | I | PRESIDENT & CHIEF INVESTMENT OFFICER | C | Control |
| MONTAG, JOHN, LOUIS | I | PRESIDENT & CHIEF INVESTMENT OFFICER | C | Control |
| MONTAG, JOHN, LOUIS | I | PRESIDENT & CHIEF INVESTMENT OFFICER | C | Control |
| MONTAG, JOHN, LOUIS | I | PRESIDENT & CHIEF INVESTMENT OFFICER | C | Control |
| MONTAG, JOHN, LOUIS | I | PRESIDENT & CHIEF INVESTMENT OFFICER | C | Control |
| MONTAG, JOHN, LOUIS | I | PRESIDENT & CHIEF INVESTMENT OFFICER | C | Control |
| MONTAG, JOHN, LOUIS | I | PRESIDENT & CHIEF INVESTMENT OFFICER | C | Control |
| MONTAG, JOHN, LOUIS | I | PRESIDENT & CHIEF INVESTMENT OFFICER | C | Control |
| MONTAG, JOHN, LOUIS | I | PRESIDENT & CHIEF INVESTMENT OFFICER | C | Control |
| MONTAG, JOHN, LOUIS | I | PRESIDENT & CHIEF INVESTMENT OFFICER | C | Control |
| MONTAG, JOHN, LOUIS | I | PRESIDENT & CHIEF INVESTMENT OFFICER | C | Control |
| MONTAG, JOHN, LOUIS | I | PRESIDENT & CHIEF INVESTMENT OFFICER | C | Control |
| MONTAG, JOHN, LOUIS | I | PRESIDENT & CHIEF INVESTMENT OFFICER | C | Control |
| MONTAG, JOHN, LOUIS | I | PRESIDENT & CHIEF INVESTMENT OFFICER | C | Control |
| MONTAG, JOHN, LOUIS | I | PRESIDENT & CHIEF INVESTMENT OFFICER | C | Control |
| MONTAG, JOHN, LOUIS | I | PRESIDENT & CHIEF INVESTMENT OFFICER | C | Control |
| MONTAG, JOHN, LOUIS | I | PRESIDENT & CHIEF INVESTMENT OFFICER | C | Control |
| MONTAG, JOHN, LOUIS | I | PRESIDENT & CHIEF INVESTMENT OFFICER | C | Control |
| MONTAG, JOHN, LOUIS | I | PRESIDENT & CHIEF INVESTMENT OFFICER | C | Control |
| MONTAG, JOHN, LOUIS | I | PRESIDENT & CHIEF INVESTMENT OFFICER | C | Control |
| MONTAG, JOHN, LOUIS | I | PRESIDENT & CHIEF INVESTMENT OFFICER | C | Control |
| MONTAG, JOHN, LOUIS | I | PRESIDENT & CHIEF INVESTMENT OFFICER | C | Control |
| MONTAG, LOUIS, ANTHONY | I | PRESIDENT & TREASURER | B | Control |
| MONTAG, LOUIS, ANTHONY | I | PRESIDENT & TREASURER | B | Control |
| MONTAG, LOUIS, ANTHONY | I | PRESIDENT & TREASURER | B | Control |
| MONTAG, LOUIS, ANTHONY | I | PRESIDENT & TREASURER | B | Control |
| MONTAG, LOUIS, ANTHONY | I | TREASURER | B | Control |
| MONTAG, LOUIS, ANTHONY | I | TREASURER | B | Control |
| MONTAG, LOUIS, ANTHONY | I | PRESIDENT & TREASURER | B | Control |
| MONTAG, LOUIS, ANTHONY | I | TREASURER | B | Control |
| MONTAG, LOUIS, ANTHONY | I | TREASURER | B | Control |
| MONTAG, LOUIS, ANTHONY | I | TREASURER | B | Control |
| MONTAG, LOUIS, ANTHONY | I | PRESIDENT & TREASURER | B | Control |
| MONTAG, LOUIS, ANTHONY | I | PRESIDENT & TREASURER | B | Control |
| MONTAG, LOUIS, ANTHONY | I | PRESIDENT & TREASURER | B | Control |
| MONTAG, LOUIS, ANTHONY | I | PRESIDENT & TREASURER | B | Control |
| MONTAG, LOUIS, ANTHONY | I | PRESIDENT & TREASURER | B | Control |
| MONTAG, LOUIS, ANTHONY | I | PRESIDENT & TREASURER | B | Control |
| MONTAG, LOUIS, ANTHONY | I | PRESIDENT & TREASURER | B | Control |
| MONTAG, LOUIS, ANTHONY | I | TREASURER | B | Control |
| MONTAG, LOUIS, ANTHONY | I | TREASURER | B | Control |
| MONTAG, LOUIS, ANTHONY | I | TREASURER | B | Control |
| MONTAG, LOUIS, ANTHONY | I | TREASURER | B | Control |
| MONTAG, LOUIS, ANTHONY | I | TREASURER | B | Control |
| MONTAG, LOUIS, ANTHONY | I | TREASURER | B | Control |
| MONTAG, LOUIS, ANTHONY | I | TREASURER | B | Control |
| MONTAG, LOUIS, ANTHONY | I | TREASURER | B | Control |
| MONTAG, LOUIS, ANTHONY | I | TREASURER | B | Control |
| MONTAG, LOUIS, ANTHONY | I | TREASURER | B | Control |
| MONTAG, LOUIS, ANTHONY | I | TREASURER | B | Control |
| MONTAG, LOUIS, ANTHONY | I | TREASURER | B | Control |
| MONTAG, LOUIS, ANTHONY | I | TREASURER | B | Control |
| MONTAG, LOUIS, ANTHONY | I | TREASURER | B | Control |
| MONTAG, LOUIS, ANTHONY | I | TREASURER | B | Control |
| MONTAG, LOUIS, ANTHONY | I | TREASURER | B | Control |
| MONTAG, LOUIS, ANTHONY | I | TREASURER | B | Control |
| MONTAG, LOUIS, ANTHONY | I | TREASURER | B | Control |
| MONTAG, LOUIS, ANTHONY | I | TREASURER | B | Control |
| MONTAG, LOUIS, ANTHONY | I | TREASURER | B | Control |
| MONTAG, LOUIS, ANTHONY | I | TREASURER | B | Control |
| MONTAG, LOUIS, ANTHONY | I | TREASURER | B | Control |
| MONTAG, LOUIS, ANTHONY | I | TREASURER | B | Control |
| MONTAG, LOUIS, ANTHONY | I | TREASURER | B | Control |
| MONTAG, LOUIS, ANTHONY | I | TREASURER | B | Control |
Registrations
Federal
IA
Nov 6, 2025 REGISTERED
Notice Filings (17)
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