Mountain Pacific Investment Advisers, LLC

RIASEC Registered

Total AUM

$934M

Discretionary

$934M

100% of AUM

Avg account

$1.2M

Accounts

769

Employees

6

Advisory reps

5

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

FINTRX

Overview

Mountain Pacific Investment Advisers, LLC is an independent limited liability RIA registered with the SEC since 1977. The firm serves a mix of individual and family clients as well as institutional and business accounts. Its advisory services center on financial planning and discretionary portfolio management for individuals, small businesses and institutions. Fee arrangements include both a percentage-of-AUM model and fixed fees. The firm reports it is not an active ESG investor and does not operate as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities63%
Cash & Cash Equivalents24%
US Government Bonds5%
Public Funds/Mutual Funds5%
State & Local Bonds3%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 17

Active vs passive

$41.4M in ETFs

Passive

96%

$39.5M

Active

5%

$1.9M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD SHORT-TERM BOND INDEX FUND (BSV)	Vanguard	Passive	Short Term Bond	$11.1M	145,707	26.89%

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Primary office

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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