# FINANCIAL MOUNTAIN INC

FINANCIAL MOUNTAIN INC of BOULDER, CO is an SEC-registered investment adviser.

## Registration

- CRD: 108489
- Type: SEC-registered investment adviser
- SEC file number: 801-135216
- Location: 1035 PEARL STREET SUITE 414, BOULDER, CO, 80302
- Phone: 303-351-1517
- Latest filing: 2025-12-22
- Regulatory AUM: $111.3M
- Discretionary AUM: $111.3M
- Clients: 2
- Accounts: 449

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Robert David Zimberg | PRESIDENT/CHIEF COMPLIANCE OFFICER/SECRETARY | — |
| ZIMBERG ROBERT DAVID | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICE; PRESIDENT/CHIEF COMPLIANCE OFFICER (+1 more) | — |
| PITTENGER GALE ALAN | CONSULTANT; SECRETARY | — |
| ADOLFSON MARK HENNING | PLANNER | — |
| DOUCET MICHELLE ANNETTE | SECRETARY | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108489/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108489/similar
- Related entities: https://search.stillhousedata.com/firm/108489/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108489

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.