Updated:
Northmont Wealth Management
NORTHMONT WEALTH MANAGEMENT LLC is a state-registered investment adviser with $23 million in regulatory assets under management. The firm has 1 employee and...
Overview
NORTHMONT WEALTH MANAGEMENT LLC is a state-registered investment adviser with $23 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.
General information
Firm type
RIA
Year founded
2010
Location
Region
North America
Country
United States
City
Cincinnati
Corporate office
Cincinnati, OH, United States
Sector focus
Frequently asked questions
What investment stages does Northmont typically target?
The firm targets control or significant minority positions in established operating businesses and real estate assets. Northmont does not publicly participate in early-stage venture rounds. Its public-equity portfolio, historically concentrated in large-cap financial services stocks, reflects a deep-value rather than growth-stage orientation.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research Northmont Wealth Management in Altss
Explore available research and relationship coverage for this adviser in Altss.