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FINANCIAL MOUNTAIN INC

CRD 108489 · SEC 801-135216

Visit website

1035 PEARL STREET SUITE 414, BOULDER, CO, 80302, United States

Phone

303-351-1517

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$111.3M

Discretionary AUM

$111.3M

Team

2 total employees; 2 advisory reps

Clients

0

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2025-12-22

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals90$77.0M
High net worth individuals37$34.3M

States served

CO

All web addresses on file

Official SEC filing: View on IAPD