Financial Mountain Inc.

Financial Mountain Inc. (CRD# 108489) is a financial advisory firm headquartered in Boulder, CO. They manage $82,610,121 in 456 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

1035 Pearl Street Suite 414, Boulder, CO 80302

http://www.financialmountainonline.com

By the Numbers

Total Assets Under Management

83

MILLION
Total Number of Accounts

456

ACCOUNTS
Average Account Value

$181,163

Compensation Options

A percentage of assets under your management
Fixed fees (other than subscription fees)

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Financial Mountain Inc.

Showing 1 - 2 of 2 top financial advisors.

Reid McIntyre

CRD#: 5509377

1035 Pearl Street Suite 414, Boulder, CO 80302

Reid McIntyre (CRD# 5509377) is an Investment Advisor Representative working at Financial Mountain Inc. in Boulder, CO and has over 8 years of experience in the finance industry.

Robert D. Zimberg

CRD#: 4349021

1035 Pearl Street Suite 414, Boulder, CO 80302

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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