$29.6M Total AUM
$29.2M Disc. AUM
-- 3Y CAGR
1 Employees
58 ADV. Clients
6 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-06-2019
- Office Locations
- 1
Office Locations
-- Denver CO
About Mountainaire Financial Strategies
Mountainaire Financial Strategies is a Denver-based, founder-led RIA providing financial planning alongside portfolio construction, tax and estate planning, and insurance guidance. The firm emphasizes active asset allocation and risk management, with client portfolios largely implemented via ETFs and complemented by fixed income and cash. Primary custodian: Charles Schwab.
Team overview
-- AVG AGE
$29.6M AVG AUM / ADVISOR
$510.0K AVG AUM / CLIENT
1.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
TANNEN MITCHELL-BRIGGS
Chief Compliance Officer, Chief Executive Officer, FOUNDER, Owner
- CRD
- #5648516
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,216,792 | -- |
| Non-Discretionary | $363,918 | -- |
| Total | $29,580,710 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
Continue browsing