Mount Ararat Financial Services LLC
RIAState Registered
Total AUM
$351K
Discretionary
$0
0% of AUM
Avg account
$43.8K
Accounts
8
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 331136
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Hourly Charges, Fixed Fees, Other
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Mount Ararat Financial Services LLC is an independent, individual-owned registered investment advisor operating as a limited liability company. The firm focuses on serving individual and family clients with financial planning and portfolio management for individuals and small businesses. Its fee model is a mix of hourly charges, fixed fees and other arrangements. The adviser does not describe itself as an active ESG investor, is not structured as a capital allocator or a pension consultant, and it is not designated as a multi-state adviser.
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
- Public Funds/Mutual Funds99%
- 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