CRD: 152493
Second Mountain Financial, Inc.
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- Custodian
- Charles Schwab & Company · Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-09-2010
- Office Locations
- 1
Office Locations
About Second Mountain Financial, Inc.
Second Mountain Financial is a boutique RIA focused on values-based, goals-driven financial planning for individuals and families, including business owners. The firm builds a “Trail Map” of current finances and future vision, then designs a route and provides ongoing guidance. Planning is delivered through an ongoing one-page financial plan, supported by a flat $5,000 annual retainer. In managed accounts, allocations are primarily to public funds with some ETF use.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
BRYAN RICHARD ELLIS
Chief Compliance Officer, Investment Advisor, President
- CRD
- #5739700
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,435,689 | -- |
| Non-Discretionary | $0 | -- |
| Total | $37,435,689 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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