Financial Mountain Inc
● SEC registered since 2026CRD 108489SEC# 801-135216Boulder, CO
Reg. AUM
$111.3M
Employees
2
Accounts
449
Location
Boulder, CO
Financial Mountain Inc assets under management
Financial Mountain Inc is an investment advisory firm registered with the SEC based in Boulder, CO. The firm has been registered since 2026. It reports $111.3 million in regulatory assets under management and employs 2 people.
Financial Mountain Inc owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Robert David Zimberg Control | President/Chief Compliance Officer/Secretary | Over 75% | 1991 |
Frequently asked questions
How much does Financial Mountain Inc manage?
Financial Mountain Inc reports $111.3 million in regulatory assets under management on its Form ADV.
How many employees does Financial Mountain Inc have?
Financial Mountain Inc reports 2 employees.
Where is Financial Mountain Inc located?
Financial Mountain Inc is based in Boulder, CO and has been SEC-registered since 2026.
Does Financial Mountain Inc disclose fund performance?
Financial Mountain Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1035 Pearl Street Suite 414, Boulder, CO 80302 |
| Phone | 303-351-1517 |
| Office hours | 9a.m.-4p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$111.3MNo change
Dec '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$111.3Mregulatory AUM
Discretionary $111.3M