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LAMONT TRADING ADVISORS, INC.
CRD 137087
470 PROVIDENCE MAIN ST, SUITE 302B, HUNTSVILLE, AL, 35806, United States
Phone
256-850-4161
Fax
256-850-4161
Registration
— (—)
Source
State registered
Total AUM
$2.2M
Discretionary AUM
$2.2M
Team
1 total employees; 1 advisory reps; 9 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Subscription fees; Fixed fees
Org form
Corporation
Filing date
2026-02-27
Disciplinary history
No
Services
Portfolio management (individuals)Publication of periodicalsFINANCIAL CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7 | $957K |
| High net worth individuals | 1 | $1.2M |
All web addresses on file
Official SEC filing: View on IAPD