Co-Founder and Vice President · Mountain Capital Investment Advisors Inc
Michelle L. Burns
CRD 6488350 · Named on Form ADV at one SEC-registered adviser
At a glance
Mountain Capital Investment Advisors Inc, an SEC-registered wealth manager based in Westminster, CO with $929 million in regulatory assets, lists Michelle L. Burns on its Form ADV as Co-Founder and Vice President, a control person.
Firms and roles
- Mountain Capital Investment Advisors IncCo-Founder and Vice PresidentWealth manager · Westminster, CO · $929M in regulatory assets
AtlasMembers
Michelle’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
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Brandt P. BurnsFounder and Chief, Mountain Capital Investment Advisors Inc
- Narvel I. CasasPresident, Mountain Capital Investment Advisors Inc
- Jeremy A SanchezChief Compliance Officer, Chief Operating Officer, Mountain Capital Investment Advisors Inc
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michelle’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.