GREAT MOUNTAIN PARTNERS

157 Church Street
20th Floor
New Haven, Connecticut 06510
Tel: 203.993.6149

About GREAT MOUNTAIN PARTNERS

GREAT MOUNTAIN PARTNERS, formally registered with the SEC as GREAT MOUNTAIN PARTNERS. The firm was established in 11/13/2020. They have over 1 offices throughout the country.

GREAT MOUNTAIN PARTNERS is a New Haven, Connecticut based Financial Planning firm with nearly $10,592,680,510 assets under management, offering retirement planning & investment advisory services to 10 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	309528
SEC#	801-119799
Assets Managed by Firm	$10,592,680,510
No. of Clients	10
No. of Advisors	15

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	10	$10,592,680,510

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