Devil Mountain Investment Management
Firm details
- Headquarters
- ,
- CRD number
- 150278
- Website
- www.devilmtn.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- Cash & Cash Equivalents30%
- Public Funds/Mutual Funds10%
Contacts
1 of 1
Christopher Hannan
President, Financial AdvisorCRD 2318959
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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