Mountain Flower Investments & Planning, LLC
RIASEC Registered
Total AUM
$14.4M
Discretionary
$14.4M
100% of AUM
Avg account
$248K
Accounts
58
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 305469
- Website
- www.mountainflowerinvest.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals59.78%
- HNWI40.22%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Mountain Flower Investments & Planning, LLC is a small, fee-based wealth advisory firm organized as an LLC that focuses on portfolio management for individuals and small businesses. Its client base is primarily individual and family relationships and it charges clients a percentage of assets under management. The firm does not present itself as an active ESG investor, is not positioned as a multi-state adviser, and does not act as a capital allocator or pension consultant.
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
- Exchange Traded Equities97%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1
Erica Schnabel
Founder and CEOCRD 7099199
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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