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Building 2MOUNTAIN CAPITAL INVESTMENT ADVISORS INC

Map pinWESTMINSTER, CO
Phone720-500-0050
NotebookSEC #801-110107
Total AUM
$929.1M
Employees
17
Clients
1,192

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12235 PECOS ST
SUITE 100
WESTMINSTER
CO 80234
United States
Operating Hours
9:00 AM -5:00 PM
Monday - Friday
Phone
720-500-0050
Other Offices
4

ReceiptFinancials

Total AUM
$929.1M
Accounts
3,631
Discretionary
$929.1M
Accounts
3,631
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
883
AUM
$299.4M
HNW Individual Clients
308
AUM
$629.3M
Charitable Organization Clients
1
AUM
$398.3K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAIDILINKSLAMAMDMIMNMONCNENHNJNVNYOHOKPASCTNTXUTVAWAWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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