Mountain Pacific Investment Advisers, LLC
Firm details
- Headquarters
- Boise, Idaho
- CRD number
- 104749
- Registered since
- February 12, 1977
- Website
- mountain-pacific.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI82.18%
- Individuals6.72%
- Charitable Organizations5.1%
- Corporations / Businesses3.37%
- Pension & Profit Sharing Plans2.64%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Mountain Pacific Investment Advisers, LLC is an independent registered investment adviser organized as an LLC and in business since the late 1970s. The firm serves both individual and family clients alongside institutional and small-business accounts, offering portfolio management and financial planning. Its billing mixes asset-based fees and fixed fees. The advisory mandate is largely discretionary and oriented toward publicly traded securities rather than direct principal investing: the firm is not identified as a capital allocator and does not report active ESG engagement or pension-consulting activity.
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 Equities63%
- Cash & Cash Equivalents24%
- US Government Bonds5%
- Public Funds/Mutual Funds5%
- State & Local Bonds3%
Contacts
3 of 5Bruce Reeder
PrincipalCRD 4340151
Nathan Oakley
Investment Adviser RepresentativeCRD 7066661
Matthew Lindstrom
Investment Adviser RepresentativeCRD 5431721
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 30Active vs passive
$80.5M in ETFs
95%
$76.8M
5%
$3.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM BOND INDEX FUND (BSV) | Vanguard | Passive | Short Term Bond | $11.4M | 146,058 | 14.13% |
Location
Boise, ID
Ada
Location
Boise, ID
Headquartered in Boise, ID, anchoring the Boise City-Mountain Home-Ontario, ID-OR metro in the West.
- Metro area
- Boise City-Mountain Home-Ontario, ID-OR
- Region
- West
- County
- Ada
- Address
- 877 W Main St
- Time zone
- MT (UTC-7)
- Office locations
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