Devil Mountain Investment Management

RIAState Registered
Total AUM
$42.6M
Discretionary
$0
0% of AUM
Avg account
$788K
Accounts
54
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
150278
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • HNWI98.22%
  • Individuals1.78%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Devil Mountain Investment Management is an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves primarily individual and family clients, offering fee-based advisory services billed as a percentage of assets under management. Its advisory scope on record includes financial planning and portfolio management for individuals and small businesses, as well as portfolio management for businesses or institutions. The firm is not identified as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 60%, Cash & Cash Equivalents 30%, Public Funds/Mutual Funds 10%60%
  • Exchange Traded Equities60%
  • Cash & Cash Equivalents30%
  • Public Funds/Mutual Funds10%

Contacts

1 of 1
  • Christopher Hannan

    Christopher Hannan

    President, Financial AdvisorCRD 2318959

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth