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Mountain Flower Investments & Planning, LLC

Mountain Flower Investments & Planning, LLC. CRD 305469

Mountain Flower Investments & Planning, LLC logo

CRD: 305469

Mountain Flower Investments & Planning, LLC

SAN Marcos, TX
5125723164
www.mountainflowerinvest.com
$14.4M Total AUM
$14.4M Disc. AUM
-- 3Y CAGR
0 Employees
16 ADV. Clients
6 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Focus glacierPioneer +more
Established Date
10-09-2019
Office Locations
1

Office Locations

-- SAN Marcos TX

About Mountain Flower Investments & Planning, LLC

Mountain Flower Investments & Planning is a fee-only, fiduciary RIA providing investment management and planning for individuals, families, and small business owners. Planning often centers on company stock, benefits optimization, Roth conversions, retirement, and tax efficiency. Portfolios are implemented primarily with ETFs. Founder-led, virtual-first practice offers clients direct access nationwide.

Team overview

-- AVG AGE
-- AVG AUM / ADVISOR
$900.1K AVG AUM / CLIENT
6.7 yrs AVG TENURE
0 Employees
0 Advisory Reps
0 RIA Reps
6yrs Firm Age

Insights

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Asset Classes

Momentum Vital unison Summit vital Insight horizon

Client Personas

Atlas

Custodian

Pioneer crest Quantum oak

Investment Themes

Optima Eagle signal Delta ember Frontier vertex

Investment Vehicles

Value beacon

Services

Eagle bridge Pathway delta Catalyst Zenith ember Insight Vector ember Summit meridian Timber North pioneer

Technology

Pioneer Delta element Capital glacier Value

Owner & Executives

ERICA MICHELLE SCHNABEL

ERICA MICHELLE SCHNABEL

Chief Compliance Officer, Founder, Owner, Wealth Advisor

CRD
#7099199
Ownership
75% or more
(647) 529-6621
north.summit@atlascapital.com
in linkedin.com/in/pioneer-focus

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $14,401,646 --
Non-Discretionary $0 --
Total $14,401,646 --

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Separately Managed Accounts

Total SMA Asset: $14,401,646

$14.4M Total SMA
Equity - Exchange:
48.7%
Cash:
51.3%
Asset class Assets Assets %
Equity - Exchange $953,295,286 48.7%
Cash $1,004,189,900 51.3%
Total $1,957,485,186 100.0%

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