Seamount Financial Group Inc.

Seamount Financial Group Inc. (CRD# 107834) is a financial advisory firm headquartered in Colorado Springs, CO. They manage $604,710,584 in 1,546 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    605
    MILLION
  • Total Number of Accounts
    1,546
    ACCOUNTS
  • Average Account Value
    $391,145
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, MI, NH, TX, WA

Financial Advisors at Seamount Financial Group Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Leon J. Colafrancesco
CRD#: 1024686
90 South Cascade, Suite 1140, Colorado Springs, CO 80903

Leon Colafrancesco (CRD# 1024686) is an Investment Advisor Representative working at Seamount Financial Group Inc. in Colorado Springs, CO and has over 33 years of experience in the finance industry.

2
Christopher R. Dorsett
CRD#: 3042525
90 South Cascade, Suite 1140 , Colorado Springs, CO 80903

Christopher Dorsett (CRD# 3042525) is an Investment Advisor Representative working at Seamount Financial Group Inc. in Colorado Springs, CO and has over 25 years of experience in the finance industry.

3
Michael J. Healy
CRD#: 1091446
750 E. Chapman Ave, Orange, CA 92866

Michael Healy (CRD# 1091446) is an Investment Advisor Representative working at Seamount Financial Group Inc. in Orange, CA and has over 37 years of experience in the finance industry.

4
Aaron M. McLaughlin
CRD#: 5909837
90 So Cascade Avenue, Suite 1140, Colorado Springs, CO 80903

Aaron McLaughlin (CRD# 5909837) is an Investment Advisor Representative working at Seamount Financial Group Inc. in Colorado Springs, CO and has over 12 years of experience in the finance industry.

5
Nicholas Dorsett
CRD#: 6719629
90 So Cascade Avenue, Suite 1140, Colorado Springs, CO 80903

Nicholas Dorsett (CRD# 6719629) is an Investment Advisor Representative working at Seamount Financial Group Inc. in Colorado Springs, CO and has 1 year of experience in the finance industry.

6
Patrick T. Healy
CRD#: 6883908
90 So Cascade Avenue, Suite 1140, Colorado Springs, CO 80903

Patrick Healy (CRD# 6883908) is an Investment Advisor Representative working at Seamount Financial Group Inc. in Colorado Springs, CO and has over 5 years of experience in the finance industry.

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