Joey
Day

Bear Mountain Capital Inc

CRD#2929289
Investment Advisor
in Seattle, WA

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About this Advisor

Joey Day is a financial advisor working in Seattle, Washington with 14 years of relevant experience. Day currently works for Bear Mountain Capital Inc. They have been with Bear Mountain Capital Inc for all of their career. Day has Series 63 and Series 66 licenses, which qualify them as a securities agent, and can work in California, Hawaii, Texas and Washington. Bear Mountain Capital Inc is a firm that has its headquarters in Seattle, WA. The firm has just five advisors. It has $281 million in total assets among its 877 customer accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 877 customer accounts, 30% belong to high-net-worth investors who have greater than $1 million in investable assets. Bear Mountain Capital Inc provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and selection of other advisers. Financial advisory fees usually vary depending on which services the firm provides the client. Fees charged by Bear Mountain Capital Inc likely consist of asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

601 Union St. #4200
Seattle, WA 98101

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Bear Mountain Capital Inc Brokerage Details

Total Assets Under Management

$280,624,000

WA Average: $3,566,627,242
Total Number of Employees

5

WA Average: 46
Total Number of Accounts

877

WA Average: 1,499
Average Account Size

$319,982

WA Average: $2,379,338

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Selection of other advisers

Joey Day Work History

Joey has been registered as a financial advisor for 14 years.*

2009 - Present (15 years)

Bear Mountain Capital, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Joey Day to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Bear Mountain Capital Inc

Luke Collova
Seattle, WA
Ryan Moriwake
Seattle, WA
Jonathan Jonson
Seattle, WA
Joey Day
Seattle, WA
Ryan Greenway
Seattle, WA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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