Mountain Avenue Capital LLC
RIAState Registered
Total AUM
$14.7M
Discretionary
$14.7M
100% of AUM
Avg account
$638K
Accounts
23
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 326852
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI89.79%
- Corporations / Businesses9.95%
- Individuals0.25%
- Charitable Organizations0.01%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Mountain Avenue Capital LLC is an independent, owner-operated wealth advisory firm organized as an LLC. The adviser focuses on financial planning and portfolio management for individuals and small businesses, and it serves both individual/family and institutional clients. Fees are charged as a percentage of assets under management and on an hourly basis. The firm does not position itself as a capital allocator and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities46%
- Public Funds/Mutual Funds29%
- US Government Bonds22%
- Investment Grade Corp Bonds2%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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