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Home > Retirement Planners > washington > seattle > BEAR MOUNTAIN CAPITAL INC.
BEAR MOUNTAIN CAPITAL INC.
2001 6th Avenue
Ste. 2401
Seattle, Washington 98121
Tel: 206-420-3713
About BEAR MOUNTAIN CAPITAL INC.
BEAR MOUNTAIN CAPITAL INC, formally registered with the SEC as BEAR MOUNTAIN CAPITAL INC. The firm was established in 06/21/2018. They have over 1 offices throughout the country.
BEAR MOUNTAIN CAPITAL INC. is a Seattle, Washington based Financial Planning firm with nearly $309,736,038 assets under management, offering retirement planning & investment advisory services to 921 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 151151 |
| SEC# | 801-113478 |
| Assets Managed by Firm | $309,736,038 |
| No. of Clients | 921 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 921 | $309,736,038 |
| Individuals (other than high net worth individuals) | 140 | $61,381,408 |
| High net worth individuals | 73 | $236,022,468 |
| Corporations or other businesses | 1 | $732,895 |
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