Seamount Financial Group Inc
Seamount Financial Group Inc is an SEC-registered wealth manager in Colorado Springs, CO with $745.2M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Seamount Financial Group Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 107834, SEC 801-56412, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $745.2M (2026-03-25)
- Firm type
- Wealth Manager
- Location
- Colorado Springs, CO
- Employees
- 10
- Clients
- 501
- CRD
- 107834
- Ownership
- COLAFRANCESCO, LEON, JOSEPH; COLAFRANCESCO, REBECCA, LUZZI; MUELLER, JAYE, DAWN; Colafrancesco, Leon, Joseph; Dorsett, Christopher, Robert
How much AUM does Seamount Financial Group Inc have?
Seamount Financial Group Inc reported $745.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Seamount Financial Group Inc?
Disclosed owners and executives of Seamount Financial Group Inc include COLAFRANCESCO, LEON, JOSEPH, COLAFRANCESCO, REBECCA, LUZZI, MUELLER, JAYE, DAWN, Colafrancesco, Leon, Joseph, Dorsett, Christopher, Robert. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.