FOUR MOUNTAINS

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
LOS ALTOS, California
CRD number
296803

Firm profile

FINTRX

Overview

Four Mountains is organized as a limited liability company with an individual-owner structure. The adviser does not present itself as a multi-state or pension-focused advisor, and it is not identified as an active ESG investor or a capital allocator. SEC registration year is not provided. The limited public information suggests the firm’s principal activity is managing or advising a private venture vehicle rather than delivering traditional advisory services to retail or institutional advisory clients.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • QASAR YOUNIS

    Managing MemberCRD 7091253

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

LOS ALTOS, CA

SANTA CLARA

Location

LOS ALTOS, CA

Headquartered in LOS ALTOS, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SANTA CLARA
Address
2310 Homestead Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth