Lamont Trading Advisors, Inc.
Firm details
- Headquarters
- Huntsville, Alabama
- CRD number
- 137087
- Website
- ltadvisors.net
- Fee structure
- Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees
- Client types
- HNWI55.86%
- Individuals44.14%
- Services
- Portfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
Lamont Trading Advisors, Inc. is an independent, privately owned registered investment adviser operating as a corporation that serves individual and family clients. The firm provides discretionary portfolio management for individuals and small businesses and also engages in publishing periodic investment newsletters or similar written commentary. Fee arrangements are varied: the firm charges asset-based fees and also uses hourly, subscription, and fixed-fee models depending on the engagement. Lamont Trading Advisors does not identify as an active ESG investor, and it is not positioned as a capital allocator to external managers in a programmatic sense.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents43%
- Exchange Traded Equities34%
- Public Funds/Mutual Funds23%
Contacts
1 of 1
Paul Lamont
Financial AnalystCRD 5106125
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Huntsville, AL
Madison
Location
Huntsville, AL
Headquartered in Huntsville, AL, anchoring the Huntsville-Decatur, AL metro in the South.
- Metro area
- Huntsville-Decatur, AL
- Region
- South
- County
- Madison
- Address
- 470 Providence Main St Nw
- Time zone
- CT (UTC-6)
- Office locations
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