CRD: 297765
Mountain View Financial Advisors
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Peak valueElement
- Established Date
- 06-25-2018
- Office Locations
- 1
Office Locations
About Mountain View Financial Advisors
Mountain View Financial Advisors is an independent, fee-only RIA providing fiduciary, evidence-based financial planning and retirement plan services for law firms, high-net-worth clients, and self-employed professionals. The firm acts as a 3(38) investment manager, delivering custom, goal-based portfolios (primarily ETF-based) plus participant education and planning, with tax and estate consulting support; custody includes Schwab.
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Investment Themes
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Technology
Owner & Executives
MICAH SAGE LANDIS
Chief Compliance Officer, Executive Director, Managing Member
- CRD
- #5606338
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $73,649,703 | -- |
| Non-Discretionary | $0 | -- |
| Total | $73,649,703 | -- |
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Separately Managed Accounts
Total SMA Asset: $73,649,703
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,091,791,476 | 29.8% |
| Cash | $1,839,091,835 | 26.2% |
| Public Funds | $3,088,551,172 | 44.0% |
| Total | $7,019,434,483 | 100.0% |