James
Monti
The William Allan Corporation
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About this Advisor
James Monti is a financial advisor based in Fort Collins, Colorado, working with The William Allan Corporation. James has previously held positions at Pacific Maritime Association, The William Allan Corporation, and I.L.W.U. Local 13. James is registered to provide services in California. Currently, James is part of The William Allan Corporation, which operates out of Fort Collins, Colorado. The firm has 2 offices and 8 employees. The firm manages assets totaling $169.6 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and other services. The fee structure at The William Allan Corporation includes asset-based and hourly fees.
Services Offered
Fee Structure
Office Location
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The William Allan Corporation Brokerage Details
$169,607,569
8
669
$253,524
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
The William Allan Corporation
I.L.W.U. Local 13
Pacific Maritime Association
I.L.W.U. Local 13
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
Fort Collins, CO
Long Beach, CA
Fort Collins, CO
Oak Park, CA
Fort Collins, CO
Long Beach, CA
Fort Collins, CO
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