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Financial Mountain Inc

● SEC registered since 2026CRD 108489SEC# 801-135216Boulder, CO
Export (members)
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.
twitter.com/financialmtnView on SEC.gov ↗

Financial Mountain Inc owners & executives

1 reported
NameTitleOwnershipSince
Robert David Zimberg ControlPresident/Chief Compliance Officer/SecretaryOver 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

Address1035 Pearl Street Suite 414, Boulder, CO 80302
Phone303-351-1517
Office hours9a.m.-4p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$111.3M
Non-discretionary$0
Total (RAUM)$111.3M