FINANCIAL MOUNTAIN INC
CRD #108489 SEC #801-135216 BOULDER, CO 303-351-1517
SEC Registered
Total AUM
$111.3M
Discretionary
$111.3M
Employees
2
Clients
0
Accounts
449
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $111.3M | $111.3M | $0 | 2 | 0 |
| Mar 2012 | $58M | $51M | $7M | 1 | 200 |
| May 2011 | $54.5M | $50.5M | $4M | 5 | -- |
| Mar 2011 | $54.5M | $49M | $5.5M | 5 | -- |
| Mar 2008 | $55.3M | $51.3M | $4M | 5 | -- |
| Feb 2007 | $49.5M | $45.5M | $4M | 5 | -- |
| Sep 2005 | $42.8M | $38.8M | $4M | 5 | -- |
DateDec 2025
Total AUM$111.3M
Discretionary$111.3M
Non-Disc.$0
Employees2
Clients0
DateMar 2012
Total AUM$58M
Discretionary$51M
Non-Disc.$7M
Employees1
Clients200
DateMay 2011
Total AUM$54.5M
Discretionary$50.5M
Non-Disc.$4M
Employees5
Clients--
DateMar 2011
Total AUM$54.5M
Discretionary$49M
Non-Disc.$5.5M
Employees5
Clients--
DateMar 2008
Total AUM$55.3M
Discretionary$51.3M
Non-Disc.$4M
Employees5
Clients--
DateFeb 2007
Total AUM$49.5M
Discretionary$45.5M
Non-Disc.$4M
Employees5
Clients--
DateSep 2005
Total AUM$42.8M
Discretionary$38.8M
Non-Disc.$4M
Employees5
Clients--