Hong-tsun Simon
Professional Summary
Hong-tsun Simon, who also goes by Hong-tsun Lach, is a registered financial advisor currently at MONTAG located in Atlanta, Georgia. Hong-tsun is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Hong-tsun has worked at 2 firms.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Hong-Tsun Lach
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
6 years in the financial services industry
Current & Past Employments
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Current Firm
MONTAG | MONTAG WEALTH MANAGEMENT | MONTAG WEALTH | MONTAG A & ASSOCIATES INC
Contact Information
Main Address
200 Galleria Parkway Suite 1450, Atlanta, GA 30339Phone Number
(404) 522-5774# of Employees
30SEC notice filing (15 States and Territories)
Registered to provide investment advisory services in 15 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,308AUM (Assets Under Management)
$2,973,107,685Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/23/2026 | Cover Page | Report |
| 09/26/2024 | Cover Page | Report |
| 10/26/2023 | Cover Page | Report |
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
MONTAG | MONTAG WEALTH MANAGEMENT | MONTAG WEALTH | MONTAG A & ASSOCIATES INC
State Registrations and Notice Filings
(3/9/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Hong-tsun Simon's CRS (Customer Relationship Summary).
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