Mountain Pacific Advisors, LLC
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Overview
Mountain Pacific Advisors, LLC operates as a financial advisory company that has its headquarters in Bellevue, Washington. Mountain Pacific Advisors, LLC administers $177.4 million in assets across five customer accounts, placing it in the mid-tier of firms in the United States by assets under management (AUM). The firm has a small team, including 6 financial advisors. Mountain Pacific Advisors, LLC is not a registered broker-dealer, signifying that it is not able to buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal assets like equities, options and bonds.
Mountain Pacific Advisors, LLC oversees all of its client assets in a discretionary manner. Discretionary management is a structure in which a portfolio manager makes buy and sell judgments for the client's account without needing to seek client consent. The firm oversees an average of $35.5 million for every client account. The average financial advisor at Mountain Pacific Advisors, LLC oversees fewer than one client account, placing it among the most individualized financial advisor firms in the country.
The firm's headquarters is located at 11820 Northup Way, Bellevue, Washington 98005-1926. It is permitted to provide services to customers throughout 2 states, including Delaware and Washington.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Mountain Pacific Advisors, LLC by the Numbers
$177.4 million
10
5
$35.5 million
Fee Structure
Fees charged by financial advisors typically are based on which services are provided. Fees charged by Mountain Pacific Advisors, LLC typically consist of the following fee structure: asset-based. The company does not supply a wrap fee program, in which the company offers a service bundle for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company works with pooled investment vehicles and pension plans. Out of its five clients, Mountain Pacific Advisors, LLC's biggest client type by number of accounts is pension plans. About 100% of the company's customers are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Mountain Pacific Advisors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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