Financial Mountain Inc
Financial Mountain Inc is an SEC-registered mass-market adviser in Boulder, CO with $111.3M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Financial Mountain Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 108489, SEC 801-135216, data through 2025-12-22.
- AUM (assets under management / regulatory AUM)
- $111.3M (2025-12-22)
- Firm type
- Mass-Market Adviser
- Location
- Boulder, CO
- Employees
- 2
- Clients
- 127
- CRD
- 108489
- Ownership
- ZIMBERG, ROBERT, DAVID; PITTENGER, GALE, ALAN; DOUCET, MICHELLE, ANNETTE; ADOLFSON, MARK, HENNING
How much AUM does Financial Mountain Inc have?
Financial Mountain Inc reported $111.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2025-12-22).
Who owns Financial Mountain Inc?
Disclosed owners and executives of Financial Mountain Inc include ZIMBERG, ROBERT, DAVID, PITTENGER, GALE, ALAN, DOUCET, MICHELLE, ANNETTE, ADOLFSON, MARK, HENNING. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.