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Shawn Scott Alaniz

BOSTON MOUNTAIN MONEY MANAGEMENT, INC.·BENTONVILLE, Arkansas
Clean recordBOSTON MOUNTAIN MONEY MANAGEMENT, INC.
224 SE 2ND STREET, BENTONVILLE, AR 72712CRD# 1963482Firm CRD# 143649

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Shawn Scott Alaniz · BENTONVILLE, AR
Registration
CRD #1963482 · BOSTON MOUNTAIN MONEY MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Shawn Scott Alaniz is a registered financial advisor based in BENTONVILLE, Arkansas, affiliated with BOSTON MOUNTAIN MONEY MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
BOSTON MOUNTAIN MONEY MANAGEMENT, INC.
BOSTON MOUNTAIN MONEY MANAGEMENT, INC.
AUM
$196M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at BOSTON MOUNTAIN MONEY MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1963482
Firm CRD# 143649
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Shawn Scott Alaniz offer?
Shawn Scott Alaniz specializes in Financial Planning, Investment Management. Contact their office in BENTONVILLE, Arkansas for a consultation.
What are Shawn Scott Alaniz's credentials?
Shawn Scott Alaniz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Shawn Scott Alaniz located?
Shawn Scott Alaniz is based in BENTONVILLE, Arkansas, working with BOSTON MOUNTAIN MONEY MANAGEMENT, INC.. Their office serves clients in the BENTONVILLE metropolitan area and surrounding communities.
How does Shawn Scott Alaniz charge for services?
Shawn Scott Alaniz's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BOSTON MOUNTAIN MONEY MANAGEMENT, INC.?
BOSTON MOUNTAIN MONEY MANAGEMENT, INC. has approximately 3 employees and manages $196M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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