Hong-tsun Simon
Investment adviser representative at Montag
21 yearsExperience
1 stateRegistered in
CFADesignation
$3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- MontagMar 2026 to now
- A Montag & AssociatesJan 2026 to now
- Forthright Partners LLCSep 2020 to Dec 2025
- BNY Mellon Wealth ManagementJan 2005 to Aug 2020
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (GA).
Montag
Legal name: Montag A & Associates Inc
$3BAssets managed
503Clients
9Advisers
44 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4869983
- Firm CRD
- 105756