William
Vogel

Montag & Caldwell, LLC

CRD#1870098
Investment Advisor
in Atlanta, GA

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About this Advisor

William Vogel is a chartered financial analyst and chartered investment counselor based in Atlanta, Georgia with a total of 20 years of industry experience. Vogel is an employee of Montag & Caldwell, LLC. They have been an employee of Montag & Caldwell, Llc for their entire career. Vogel holds a Series 65 license, designating them as an investment advisor representative, and is able to operate in Georgia and Texas. Montag & Caldwell, LLC is a registered investment firm that has its headquarters in Atlanta, GA. It administers $965 million in assets among its 228 client accounts, making it one of the larger financial advisory firms in the nation by assets under management. The firm serves 12 charitable organizations. Of its 228 accounts, 29% are associated with high-net-worth individuals who have at least $1 million in investable assets. Montag & Caldwell, LLC offers a set of services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial advisory fee schedules usually are based on the type of financial services provided. However, fees billed by Montag & Caldwell, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 65, Chartered Financial Analyst, Chartered Investment Counselor

Years Registered*

20 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

Office Location

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

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Montag & Caldwell, LLC Brokerage Details

Total Assets Under Management

$964,633,788

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

19

GA Average: 58
Total Number of Accounts

228

GA Average: 1,608
Average Account Size

$4,230,850

GA Average: $2,220,225

Investment Advisory Services

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

William Vogel Work History

William has been registered as a financial advisor for 20 years.*

2010 - Present (14 years)

Montag & Caldwell, 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 William Vogel 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 & Caldwell, LLC

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

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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