MONTAG MANANGEMENT CORP
Legal name: MONTAG MNANAGEMNENT CORP
CRD #109323 SEC #801-55889 CHARLOTTE, NC 704-362-1886
SEC Registered
Total AUM
$31M
Discretionary
$31M
Employees
5
Clients
10
Accounts
32
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 30, 2002
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| VAUGHAN, JEFFREY, GROSSMAN | I | VICE PRESIDENT | NA | Control |
| VAUGHAN, JEFFREY, GROSSMAN | I | VICE PRESIDENT | NA | Control |
| VAUGHAN, JEFFREY, GROSSMAN | I | VICE PRESIDENT | NA | Control |
| MONTAG, ETHEL, STRAUS | I | EXECUTIVE OFFICER | D | Control |
| MONTAG, ETHEL, STRAUS | I | EXECUTIVE OFFICER | D | Control |
| MONTAG, ETHEL, STRAUS | I | EXECUTIVE OFFICER | D | Control |
| MONTAG, JAMES, LEE | I | PRESIDENT | D | Control |
| MONTAG, JAMES, LEE | I | PRESIDENT | D | Control |
| MONTAG, JAMES, LEE | I | PRESIDENT | D | Control |
Registrations
Federal
IA
Apr 30, 2002 REGISTERED
Address
2915 PROVIDENCE RDSTE 250
CHARLOTTE, NC 28211
USA
Phone: 704-362-1886