Lawrence
Mendel
Montag
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About this Advisor
Lawrence Mendel is a financial advisor based out of Atlanta, Georgia who has 7 years of relevant experience. Mendel currently works for Montag. Throughout their career, Mendel has worked at Black Diamond Investment Partners LLC and Montag A & Associates Inc. Mendel has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in Georgia. Montag is a firm that has its headquarters in Atlanta, GA. It controls $2 billion in assets under management between its 1,215 client accounts, placing it among the largest firms in the country by assets under management. The firm provides financial advisory services to 18 charities and foundations. Of its 1,215 client accounts, 68% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Montag offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial advisory services typically are based on which services are offered. Fees billed by Montag most likely include some combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Montag Brokerage Details
$2,212,201,303
26
1,215
$1,820,742
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Lawrence Mendel Work History
Lawrence has been registered as a financial advisor for 7 years.*
Montag A & Associates Inc
Black Diamond Investment Partners LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Lawrence Mendel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Montag
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
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