Alphamont Funds

Alphamont Funds (CRD# 285495) is a financial advisory firm headquartered in , . They manage $30,733,230 in 41 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.linkedin.com/in/mark-lawrence-2b4690135
By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    41
    ACCOUNTS
  • Average Account Value
    $749,591
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TN, TX

Financial Advisors at Alphamont Funds
Showing 1 - 3 of 3 top financial advisors.
1
Anthony Breen, financial advisor Nashville TN
Anthony J. Breen
CRD#: 6716518
Nashville, TN

Anthony Breen (CRD# 6716518) is an Investment Advisor Representative working at Alphamont Funds in Nashville, TN and has over 7 years of experience in the finance industry.

2
Mark Lawrence, financial advisor Nashville TN
Mark W. Lawrence
CRD#: 6716511
Nashville, TN

Mark Lawrence (CRD# 6716511) is an Investment Advisor Representative working at Alphamont Funds in Nashville, TN and has over 7 years of experience in the finance industry.

3
Meredith Scully, financial advisor Nashville TN
Meredith L. Scully
CRD#: 6721060
Nashville, TN

Meredith Scully (CRD# 6721060) is an Investment Advisor Representative working at Alphamont Funds in Nashville, TN and has over 6 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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