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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-01-2006
- Office Locations
- 1
Office Locations
About Lamont Trading Advisors, Inc.
Lamont Trading Advisors, Inc. is an Alabama-registered RIA providing investment insight and wealth preservation strategies for U.S. investors. The firm emphasizes conservative account management and delivers timely Investment Analysis Reports to support ongoing portfolio decisions, with services positioned for independent investors.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The profile lists 1 reported office location and 20 years in operation. The source data was last updated on July 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Vehicles
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The full Lamont Trading Advisors, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
PAUL JOSEPH LAMONT
President
- CRD
- #5106125
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,371,770 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,371,770 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Lamont Trading Advisors, Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.