CRD: 331136
Mount Ararat Financial Services LLC
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-05-2024
- Office Locations
- 1
Office Locations
About Mount Ararat Financial Services LLC
Mount Ararat Financial Services LLC is a DC-registered, fee-only RIA providing comprehensive and ongoing (quarterly subscription) financial planning tailored to Armenian-American households. The firm emphasizes culturally competent, highly personalized guidance and offers full-plan development plus ongoing planning support. Founded by David P. Nanigian, a longtime professor publishing applied research on investment funds; works with custodians including Charles Schwab and Altruist.
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Investment Themes
Investment Vehicles
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Owner & Executives
DAVID PETER NANIGIAN
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #4752923
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $350,615 | -- |
| Total | $350,615 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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