FormDSignal
61

Mont Ai registers with the SEC (Seattle, WA)

New SEC-registered adviser · CRD 340142 · 801-137503 · effective 2026-10-13

Effective 2026-10-13. 4 employees (0 advisory), $32K regulatory AUM across 4 accounts. Limited Liability Company (DE).

Contact (from the filing)

The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.

Who this is for

  • Compliance consulting
  • RIA software (CRM, portfolio, billing)
  • Archiving & surveillance
  • Cybersecurity / managed IT
  • E&O insurance