Mount Ararat Financial Services LLC
RIASEC Registered
Total AUM
$351K
Discretionary
$0
0% of AUM
Avg account
$43.8K
Accounts
8
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 331136
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Hourly Charges, Fixed Fees, Other
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Mount Ararat Financial Services LLC is an independent, individually owned registered investment adviser serving individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses and bills clients through hourly charges, fixed fees and other arrangements. It does not position itself as a capital allocator or pension consultant, is not an active ESG investor, and does not report multi-state adviser status.
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
- Public Funds/Mutual Funds99%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
David Nanigian
Founder and Chief Executive OfficerCRD 4752923
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations