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 active since at least its 1977 SEC registration. Ownership is reported as a mix of a domestic entity and individual stakeholders. The firm serves both individual and family clients as well as institutional clients, offering financial planning and discretionary portfolio management for individuals, small businesses, and institutional/business clients. Its fee arrangements include percentage-of-assets and fixed-fee structures. The firm is not identified as an active ESG investor, does not register as a multi-state adviser, and does not act as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 5
Matthew Lindstrom
Investment Adviser RepresentativeCRD 5431721
Rashe Elliott
Investment Adviser RepresentativeCRD 7877477
Nathan Oakley
Investment Adviser RepresentativeCRD 7066661
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 15Active vs passive
$40.3M in ETFs
95%
$38.4M
5%
$1.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM BOND INDEX FUND (BSV) | Vanguard | Passive | Short Term Bond | $11.4M | 146,058 | 28.26% |
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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