FOUR MOUNTAINS
Firm details
- Headquarters
- LOS ALTOS, California
- CRD number
- 296803
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1QASAR YOUNIS
Managing MemberCRD 7091253
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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