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Building 2SEAMOUNT FINANCIAL GROUP INC

Map pinCOLORADO SPRINGS, CO
Phone719-471-1171
NotebookSEC #801-56412
Total AUM
$745.2M
Employees
10
Clients
501

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
90 SO CASCADE AVENUE
SUITE 970
COLORADO SPRINGS
CO 80903
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
719-471-1171
Other Offices
3

ReceiptFinancials

Total AUM
$745.2M
Accounts
1,609
Discretionary
$745.2M
Accounts
1,609
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
304
AUM
$130.3M
HNW Individual Clients
181
AUM
$589.7M
Pension/Profit Sharing Plan Clients
14
AUM
$23.3M
Corporation or Business Clients
2
AUM
$2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLMINENHORTXWA

HandshakeAffiliates

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

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