James Peter Monti
Investment adviser representative at The William Allan Corporation
28 yearsExperience
1 stateRegistered in
$204.4MFirm assets
5 yearsFirm in business
Are you James Peter Monti? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
28 years in the industry.
- The William Allan CorporationJan 2018 to now
- I.L.W.U. Local 13Apr 2015 to now
- Pacific Maritime AssociationMar 1998 to now
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
The William Allan Corporation
$204.4MAssets managed
239Clients
7Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7012282
- Firm CRD
- 133147