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FINANCIAL MOUNTAIN INC

SEC Form ADV profile.

Total regulatory AUM
$111,337,000
Discretionary
$111,337,000
Non-discretionary
$0

Firm details

CRD number
108489
SEC file number
801-135216
Main office
BOULDER, CO, United States
Employees
2
SEC status
Approved
Fee structure
Percentage of AUM Fixed fees

As of October 2026.