MONTY ASSET MANAGEMENT

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

Firm details

Headquarters
ALBANY, California
CRD number
318650

Firm profile

FINTRX

Overview

Monty Asset Management operates as a limited liability company and is primarily engaged in investment activities as a registered representative of a broker-dealer. The firm has not established itself as a capital allocator and does not actively pursue environmental, social, and governance (ESG) investments. Monty Asset Management is classified as unclassified, indicating a lack of specific categorization within the industry. The firm does not have a multi-state advisory presence and has not been noted as a newly formed adviser or pension consultant.

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
  • John Ritter

    CEO and Managing PartnerCRD 5734261

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

ALBANY, CA

ALAMEDA

Location

ALBANY, CA

Headquartered in ALBANY, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
ALAMEDA
Address
1332 Portland Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth