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Hong-tsun Simon

MONTAG
Atlanta, GA 30339
Some features on this profile are disabled
CRD#: 4869983
HS

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 .

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Hong-Tsun Lach

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Hong-tsun Simon's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

March 9, 2026 - Present

MONTAG

Office #1: 200 Galleria Parkway Suite 1450, Atlanta, GA 30339
RIA
CRD#: 105756
Atlanta, GA
Past

September 10, 2020 - December 31, 2025

FORTHRIGHT PARTNERS LLC

RIA
CRD#: 310311
ATLANTA, GA
Past

December 16, 2004 - December 16, 2004

MONTAG

RIA
CRD#: 105756
ATLANTA, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MO
MONTAG
MONTAG | MONTAG WEALTH MANAGEMENT | MONTAG WEALTH | MONTAG A & ASSOCIATES INC

CRD#: 105756 / SEC#: 801-17671

RIA
Registered Investment Advisory firm - (9/13/1982 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Georgia
(3/9/2026)

Exams

Current Firm

MO
MONTAG
MONTAG | MONTAG WEALTH MANAGEMENT | MONTAG WEALTH | MONTAG A & ASSOCIATES INC

CRD#: 105756 / SEC#: 801-17671

RIA
Registered Investment Advisory firm - (9/13/1982 Approved)
PREMIUM
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Contact information

Main Address
200 Galleria Parkway Suite 1450, Atlanta, GA 30339
Mailing Address
Phone number
(404) 522-5774
Established
Firm type
Fiscal year end
# of Employees
23

SEC notice filing (15 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MONTAG BROCHURE (11/6/2025)

Regulatory assets under management

Total Number of Accounts1,299
AUM (Assets Under Management)$ 2,746,167,726

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
01/23/2026
Cover Page
Report
09/26/2024
Cover Page
Report
10/26/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MONTAG

CRD#: 105756Atlanta, GA 30339

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