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Building 2FINANCIAL MOUNTAIN INC

Map pinBOULDER, CO
Phone303-351-1517
NotebookSEC #801-135216
Total AUM
$111.3M
Employees
2
Clients
127

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1035 PEARL STREET SUITE 414
BOULDER
CO 80302
United States
Operating Hours
9AM-4PM
BY APPOINTMENT
Phone
303-351-1517

ReceiptFinancials

Total AUM
$111.3M
Accounts
449
Discretionary
$111.3M
Accounts
449
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
90
AUM
$77M
HNW Individual Clients
37
AUM
$34.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CO

HandshakeAffiliates

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

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