MONTAG A & ASSOCIATES INC
SEC file number 801-17671
· ATLANTA, GA
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$2.51B
Discretionary AUM
$2.49B
Employees
25
Clients
—
Firm
- Address
- 200 GALLERIA PARKWAY
ATLANTA, GA 30339 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- A&G Associates LLC Medium name-match confidence · CIK 1965711 · WA
- JR Moore Associates, LP Medium name-match confidence · CIK 1650021 · NY
- MedVet Associates, LLC Medium name-match confidence · CIK 1661361 · OH
- AFFL ASSOCIATES, INC. Medium name-match confidence · CIK 1690433 · NY
- Ayres Associates Inc. Medium name-match confidence · CIK 1922916 · WI
- DEF Associates LP Medium name-match confidence · CIK 1506964 · NY
- DEF Associates Ltd. Medium name-match confidence · CIK 754094 · D8
- A.W. JONES ASSOCIATES LP Medium name-match confidence · CIK 1565758 · NY
- Alpha Associates LP Medium name-match confidence · CIK 1404488 · NY
- Tran Associates, LP Medium name-match confidence · CIK 1965318 · CA
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DEF Associates Ltd. · D/A · Aug 13, 2026
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MedVet Associates, LLC · D · Jun 9, 2026$3.2M
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JR Moore Associates, LP · D/A · May 19, 2026
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Tran Associates, LP · D/A · May 6, 2026
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Ayres Associates Inc. · D · Mar 25, 2026$1M
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DEF Associates LP · D/A · Feb 11, 2026
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A.W. JONES ASSOCIATES LP · D/A · Feb 10, 2026
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DEF Associates Ltd. · D/A · Aug 14, 2025
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Tran Associates, LP · D/A · May 22, 2025
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JR Moore Associates, LP · D/A · May 9, 2025
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Ayres Associates Inc. · D · May 7, 2025$1M
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MedVet Associates, LLC · D · Apr 14, 2025$2.4M
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Alpha Associates LP · D/A · Mar 21, 2025
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Alpha Associates LP · D · Mar 21, 2025
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DEF Associates LP · D/A · Feb 12, 2025
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A.W. JONES ASSOCIATES LP · D/A · Feb 10, 2025