Montag Investments

$1.1M revenue • 5 employees • 2121 W 63rd Pl, Ste 10, Sioux Falls, SD, 57108, United States

Last Updated Oct 8, 2026

Company Overview

Company Name

Montag Investments

Address

2121 W 63rd Pl, Ste 10, Sioux Falls, SD, 57108, United States

Approx. Annual Revenue

$1.1M

Employees

5

Established

2018

About Montag Investments

Montag Investments is a financial planning and investment management firm located in Sioux Falls, South Dakota. The company provides comprehensive wealth planning services, focusing on retirement planning, asset management, and investment guidance for high-net-worth individuals across the United States. Montag Investments is known for its Midwestern values, personalized approach, and commitment to building long-term relationships with clients.

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Key Decision Makers

Morgan Hinrichs Executive Assistant
Caleb Montag President & CERTIFIED FINANCIAL PLANNER®
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