MONTY ASSET MANAGEMENT
Firm details
- Headquarters
- ALBANY, California
- CRD number
- 318650
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1John Ritter
CEO and Managing PartnerCRD 5734261
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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