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Home > Retirement Planners > idaho > boise > MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC
MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC
877 West Main Street
Suite 704
Boise, Idaho 83702
Tel: 208-336-1422
About MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC
MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC, formally registered with the SEC as MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC. The firm was established in 02/12/1977. They have over 1 offices throughout the country.
MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC is a Boise, Idaho based Financial Planning firm with nearly $1,931,996,135 assets under management, offering retirement planning & investment advisory services to 801 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 104749 |
| SEC# | 801-12784 |
| Assets Managed by Firm | $1,931,996,135 |
| No. of Clients | 801 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 801 | $1,931,996,135 |
| Individuals (other than high net worth individuals) | 111 | $65,680,111 |
| High net worth individuals | 197 | $766,065,968 |
| Pension and profit sharing plans | 6 | $23,312,809 |
| Charitable organizations | 11 | $40,297,123 |
| Corporations or other businesses | 8 | $30,649,947 |
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