Financial Mountain Inc.

Financial Mountain Inc. (CRD# 108489) is a financial advisory firm headquartered in Boulder, CO. They manage $72,710,000 in 577 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    73
    MILLION
  • Total Number of Accounts
    577
    ACCOUNTS
  • Average Account Value
    $126,014
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO

Financial Advisors at Financial Mountain Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Mark H. Adolfson
CRD#: 4349106
Longmont, CO
90
Wealthminder
score

Mark Adolfson (CRD# 4349106) is an Investment Advisor Representative working at Financial Mountain Inc. in Longmont, CO and has 1 year of experience in the finance industry. Mark Adolfson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Robert D. Zimberg
CRD#: 4349021
Po Box E, Boulder, CO 80306
90
Wealthminder
score

Robert Zimberg (CRD# 4349021) is an Investment Advisor Representative working at Financial Mountain Inc. in Boulder, CO and has 1 year of experience in the finance industry. Robert Zimberg has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Reid McIntyre
CRD#: 5509377
Aurora, CO
88
Wealthminder
score

Reid McIntyre (CRD# 5509377) is an Investment Advisor Representative working at Financial Mountain Inc. in Aurora, CO and has 1 year of experience in the finance industry.

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