CRD: 108489
Financial Mountain INC
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-01-1999
- Office Locations
- 1
Office Locations
About Financial Mountain INC
Financial Mountain is a Boulder, CO RIA providing personalized financial planning and portfolio management for individuals and families, including retirement planning (401(k) rollover guidance), estate planning, and insurance needs. The firm emphasizes disciplined diversification, asset allocation, and periodic reviews to manage risk and pursue long-term growth. Advisors highlight accessibility and offer a free portfolio risk analysis; custody includes Fidelity/NFS.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ROBERT DAVID ZIMBERG
Chief Compliance Officer, President, Secretary
- CRD
- #4349021
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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REID MCINTYRE
Operations Manager
- CRD
- #5509377
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $111,337,000 | $247,967 |
| Non-Discretionary | $0 | -- |
| Total | $111,337,000 | $247,967 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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