Mountain Sky Investment Advisors

Overview

Mountain Sky Investment Advisors is organized as a limited liability company that positions itself as a small advisory practice focused on individuals and small-business clients. Its stated advisory activities center on financial planning and discretionary or non-discretionary portfolio management for those client types. The firm is not identified as a capital allocator and does not list pension consulting or related-adviser relationships. Fee arrangements reported include a percentage-of-AUM option alongside hourly and fixed-fee engagements, indicating flexibility to serve both ongoing wealth-management clients and stand-alone planning engagements. The firm does not identify as an active ESG investor and is not registered as a multistate adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices