$2.2M Total AUM
$2.2M Disc. AUM
-- 3Y CAGR
1 Employees
17 ADV. Clients
20 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-01-2006
- Office Locations
- 1
Office Locations
470 Providence Main ST Suite 302b Huntsville AL
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.
Team overview
-- AVG AGE
$2.2M AVG AUM / ADVISOR
$129.6K AVG AUM / CLIENT
20.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
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Asset Classes
Glacier pioneer Meridian fusion
Investment Vehicles
Radial
Owner & Executives
P
PAUL JOSEPH LAMONT
President
- CRD
- #5106125
- Ownership
- 75% or more
(203) 232-6436
optima.crest@valuecapital.com
in linkedin.com/in/frontier-beacon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,203,022 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,203,022 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,203,022
Cash:
30.0% Equity - Exchange:
38.3% Public Funds:
31.7% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $2,406,591,147 | 30.0% |
| Equity - Exchange | $3,072,414,698 | 38.3% |
| Public Funds | $2,542,964,646 | 31.7% |
| Total | $8,021,970,491 | 100.0% |