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Building 2BEAR MOUNTAIN CAPITAL INC.

Map pinSEATTLE, WA
Phone206-420-3713
NotebookSEC #801-113478
Total AUM
$375M
Employees
6
Clients
234

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1700 7TH AVE
SUITE 1620
SEATTLE
WA 98101
United States
Operating Hours
9:00 AM TO 4:00 PM
Monday - Friday
Phone
206-420-3713

ReceiptFinancials

Total AUM
$375M
Accounts
977
Discretionary
$375M
Accounts
977
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
141
AUM
$65.3M
HNW Individual Clients
91
AUM
$295.7M
Pooled Vehicle Clients
1
AUM
$13.5M
Corporation or Business Clients
1
AUM
$474.1K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAHITXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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