MOUNTAINAIRE FINANCIAL STRATEGIES

MOUNTAINAIRE FINANCIAL STRATEGIES is an SEC-registered investment adviser (CRD 304419). Regulatory assets under management: $29.6M.

Registration

• CRD: 304419
• Type: Registered investment adviser
• Phone: 303-947-3369
• Latest filing: 2026-03-31
• Regulatory AUM: $29.6M
• Discretionary AUM: $29.2M
• Non-discretionary AUM: $364K
• Clients: 1
• Accounts: 240

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 304419 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search