President / Shareholder · Seamount Financial Group Inc
Leon J. Colafrancesco
CRD 1024686 · Named on Form ADV at one SEC-registered adviser
At a glance
Seamount Financial Group Inc, an SEC-registered wealth manager based in Colorado Springs, CO with $745 million in regulatory assets, lists Leon J. Colafrancesco on its Form ADV as President / Shareholder, a control person.
Firms and roles
- Seamount Financial Group IncPresident / ShareholderWealth manager · Colorado Springs, CO · $745M in regulatory assets
AtlasMembers
Leon’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Rebecca L. ColafrancescoVice President, Seamount Financial Group Inc
- Jaye D. MuellerCorporate Secretary, Seamount Financial Group Inc
- Aaron M. McLaughlinShareholder / Chief Compliance Officer, Seamount Financial Group Inc
- Christopher R. DorsettShareholder, Seamount Financial Group Inc
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Leon’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.