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Building 2FINANCIAL MOUNTAIN INC

Map pinBOULDER, CO
Phone303-351-1517
NotebookSEC #801-44517
Total AUM
$58M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2006 BROADWAY SUITE 202
BOULDER
CO 80302
United States
Operating Hours
9AM-4PM
BY APPOINTMENT
Phone
303-351-1517

ReceiptFinancials

Total AUM
$58M
Accounts
579
Discretionary
$51M
Accounts
572
Non-Discretionary
$7M
Accounts
7

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CO

HandshakeAffiliates

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

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