James
Monti

The William Allan Corporation

CRD#7012282
Investment Advisor
in Fort Collins, CO

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About this Advisor

James Monti is a financial advisor operating out of Fort Collins, Colorado. Monti is currently employed by The William Allan Corporation. Throughout their career, they have worked at Pacific Maritime Association, The William Allan Corporation and I.L.W.U. Local 13. Monti can serve investors in California. The William Allan Corporation is a financial advisory company operating in Fort Collins, Colorado. The investment advisory business has a total of eight advisors. It has $147 million in assets among its 642 client accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. The firm provides financial advisory services to one charitable organizations. Of its 642 client accounts, 21% are associated with high-net-worth investors who have more than $1 million in investable assets. The advisory firm performs a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Financial advisory fees usually depend on which service is offered. However, fee types billed by The William Allan Corporation likely consist of some blend of asset-based and hourly fees.

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

Fort Collins, CO

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The William Allan Corporation Brokerage Details

Total Assets Under Management

$146,583,608

Total Number of Employees

8

Total Number of Accounts

642

Average Account Size

$228,323

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Other

James Monti Work History

James has been registered as a financial advisor for 0 years.*

2018 - Present (6 years)

The William Allan Corporation

2015 - Present (9 years)

I.L.W.U. Local 13

1998 - Present (26 years)

Pacific Maritime Association

2011 - 2015 (4 years)

I.L.W.U. Local 13

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of James Monti to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at The William Allan Corporation

Melissa Going
Fort Collins, CO
Jyoti Marshall
Oak Park, CA
Andrew Moretine
Long Beach, CA
Larry Gurewitz
Fort Collins, CO
Jason Crawshaw
Fort Collins, CO
Marcus Crawshaw
Fort Collins, CO
James Monti
Fort Collins, CO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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