Lamont Trading Advisors, Inc.

RIASEC Registered
Total AUM
$2.4M
Discretionary
$2.4M
100% of AUM
Avg account
$296K
Accounts
8
Employees
1
Advisory reps
1

Firm details

Headquarters
Huntsville, Alabama
CRD number
137087
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Cash & Cash Equivalents 43%, Exchange Traded Equities 34%, Public Funds/Mutual Funds 23%43%
  • Cash & Cash Equivalents43%
  • Exchange Traded Equities34%
  • Public Funds/Mutual Funds23%

Contacts

1 of 1
  • Paul Lamont

    Paul Lamont

    Financial AnalystCRD 5106125

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth