RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
Colorado
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Dec 22, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ADOLFSON, MARK, HENNINGIPLANNERNA
ADOLFSON, MARK, HENNINGIPLANNERNA
ADOLFSON, MARK, HENNINGIPLANNERNA
ADOLFSON, MARK, HENNINGIPLANNERNA
DOUCET, MICHELLE, ANNETTEISECRETARYNA
DOUCET, MICHELLE, ANNETTEISECRETARYNA
DOUCET, MICHELLE, ANNETTEISECRETARYNA
DOUCET, MICHELLE, ANNETTEISECRETARYNA
ZIMBERG, ROBERT, DAVIDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ZIMBERG, ROBERT, DAVIDIPRESIDENT/CHIEF COMPLIANCE OFFICEE Control
ZIMBERG, ROBERT, DAVIDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ZIMBERG, ROBERT, DAVIDIPRESIDENT/CHIEF COMPLIANCE OFFICER/SECRETARYE Control
ZIMBERG, ROBERT, DAVIDIPRESIDENT/CHIEF COMPLIANCE OFFICER/SECRETARYE Control
ZIMBERG, ROBERT, DAVIDIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
ZIMBERG, ROBERT, DAVIDIPRESIDENT/CHIEF COMPLIANCE OFFICER/SECRETARYE Control
ZIMBERG, ROBERT, DAVIDIPRESIDENT/CHIEF COMPLIANCE OFFICER/SECRETARYE Control
ZIMBERG, ROBERT, DAVIDIPRESIDENT/CHIEF COMPLIANCE OFFICER/SECRETARYE Control
ZIMBERG, ROBERT, DAVIDIPRESIDENT/CHIEF COMPLIANCE OFFICER/SECRETARYE Control
PITTENGER, GALE, ALANISECRETARYC Control
PITTENGER, GALE, ALANISECRETARYC Control
PITTENGER, GALE, ALANISECRETARYC Control
PITTENGER, GALE, ALANISECRETARYC Control

Registrations

Federal

IA
Dec 22, 2025 REGISTERED

Notice Filings (1)

CO

Address

1035 PEARL STREET SUITE 414
BOULDER, CO 80302
United States
Phone: 303-351-1517