MOUNTAIN TOP ADVISORY GROUP

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
3

Firm details

Headquarters
FAR HILLS, New Jersey
CRD number
304182
Fee structure
Other
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

Mountain Top Advisory Group operates as a small, privately held advisory and insurance-brokerage hybrid. The firm identifies itself as a capital allocator and focuses its advisory role on selecting other advisers and managers on behalf of clients rather than running large proprietary investment platforms. That selection-of-advisers model suggests the firm’s investment activity centers on due diligence and manager selection rather than direct discretionary trading. The firm does not position itself as an ESG investor and is not registered as a multi-state adviser. Its business mix is weighted toward insurance brokerage alongside advisory services, and its stated fee structure is categorized as “other,” indicating non-standard or negotiated fee arrangements rather than strictly AUM-based billing.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

3 of 3
  • DARREN BLAKE

    Co-FounderCRD 6496385

  • DAVID ORASCHIN

    PartnerCRD 4257176

  • DENNIS BLAKE

    Co-FounderCRD 6496390

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

FAR HILLS, NJ

SOMERSET

Location

FAR HILLS, NJ

Headquartered in FAR HILLS, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
SOMERSET
Address
49 202
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth