Mont Ai
Firm details
- Headquarters
- Seattle, Washington
- CRD number
- 340142
- Registered since
- October 13, 2026
- Custodians
- APEX CLEARING CORPORATION
- Fee structure
- Fixed Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Mont Ai is a small limited-liability advisory firm that provides portfolio management services to individuals, families and small businesses. The firm operates on a fixed-fee basis and focuses on managing public equity exposure rather than ESG-themed strategies. Filings classify the business as an LLC with both a domestic-entity and individual ownership structure; it does not identify itself as a capital allocator, pension consultant, related adviser or newly formed adviser.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Seattle, WA
King
Location
Seattle, WA
Headquartered in Seattle, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- King
- Address
- 4311 11th Ave Ne
- Time zone
- PT (UTC-8)
- Office locations
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