$66.8M Total AUM
$66.8M Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
31 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-08-1994
- Office Locations
- 1
Office Locations
-- Greenwich CT
About Mountain Capital Management INC
Mountain Capital Management INC is a Greenwich-based RIA. The firm has been operating for 31 years. Managing $66.8M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS.
Team overview
78 AVG AGE
$66.8M AVG AUM / ADVISOR
$8.4M AVG AUM / CLIENT
32 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
31yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
Available
Services
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Technology
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Owner & Executives
R
ROBERT PERRY MOUNTAIN JR
Chief Compliance Officer, DIRECTOR, Managing Director, President
- CRD
- #2500376
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $66,832,244 | $923,800 |
| Non-Discretionary | $0 | -- |
| Total | $66,832,244 | $923,800 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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