12235 Pecos St
Suite 100
Westminster, Colorado 80234
Tel: 720-500-0050
MOUNTAIN CAPITAL INVESTMENT ADVISORS INC, formally registered with the SEC as MOUNTAIN CAPITAL INVESTMENT ADVISORS INC. The firm was established in 03/22/2017. They have over 4 offices throughout the country.
MOUNTAIN CAPITAL INVESTMENT ADVISORS INC is a Westminster, Colorado based Financial Planning firm with nearly $608,000,000 assets under management, offering retirement planning & investment advisory services to 2731 clients. The firm is staffed with 12 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 156660 |
SEC# | 801-110107 |
Assets Managed by Firm | $608,000,000 |
No. of Clients | 2731 |
No. of Advisors | 12 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 2731 | $608,000,000 |
Individuals (other than high net worth individuals) | 741 | $237,523,000 |
High net worth individuals | 202 | $370,477,000 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$239,345,489,058 | 6602 | 978 | |
$134,279,160,181 | 188739 | 766 | |
$81,139,239,094 | 82 | 81 | |
$65,938,129,807 | 135 | 60 | |
$64,880,528,684 | 154 | 305 |
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