LONEMONT, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN DIEGO, California
CRD number
318306

Firm profile

FINTRX

Overview

Lonemont, LLC is organized as a limited liability company and is owned by individuals. Its reported business activity is CPO or CTA, indicating the firm operates in the commodity-pool or commodity-trading/advisory space rather than as a traditional multi-product wealth manager. The firm is classified as unclassified in the snapshot data and is not identified as a capital allocator. It does not report active ESG investing, multi-state advisory operations, related-adviser status, or pension-consulting activity.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • TYSON SCHROEDER

    CEO and Managing PartnerCRD 6153110

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN DIEGO, CA

SAN DIEGO

Location

SAN DIEGO, CA

Headquartered in SAN DIEGO, CA, in the West of the United States.

Region
West
County
SAN DIEGO
Address
4660 Lane Jolla Vlg Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth