Kurt
Momand

Montag & Caldwell, LLC

CRD#4684808
Investment Advisor
in Atlanta, GA

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About this Advisor

Kurt Momand is a chartered financial analyst and chartered investment counselor working in Atlanta, Georgia, with a total of 12 years of experience as a financial advisor. Momand is currently employed by Montag & Caldwell, LLC. They have been with Montag & Caldwell, Llc for the entirety of their career. Momand maintains a Series 63 license, certifying them as a securities agent, and is approved to serve investors in Georgia. Montag & Caldwell, LLC is a company that has its headquarters in Atlanta, Georgia. It has $1 billion in assets under management among its 218 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 14 charitable organizations. Of its 218 customer accounts, 41% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The company performs a few services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees charged by financial advisors depend on which services the firm provides the client. However, fees billed by Montag & Caldwell, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst, Chartered Investment Counselor

Years of Experience

12 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

3455 Peachtree Road, Ne, Suite 1200
Atlanta, GA 30326-3248

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Montag & Caldwell, LLC Brokerage Details

Total Assets Under Management

$1,342,301,871

GA Average: $3,570,121,308
Total Number of Employees

18

GA Average: 58
Total Number of Accounts

218

GA Average: 1,608
Average Account Size

$6,157,348

GA Average: $2,220,225

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Kurt Momand Work History

Kurt has 12 years of experience.

2010 - Present (13 years)

Montag & Caldwell, LLC

Disclosures

Kurt Momand has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Montag & Caldwell, LLC

Charles Markwalter
Atlanta, GA
Kurt Momand
Atlanta, GA
David Watson
Atlanta, GA
Ronald Canakaris
Atlanta, GA
William Vogel
Atlanta, GA
Janet Bunch
Atlanta, GA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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