LONEMONT, LLC
Firm details
- Headquarters
- SAN DIEGO, California
- CRD number
- 318306
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1TYSON SCHROEDER
CEO and Managing PartnerCRD 6153110
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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