Unclaimed Profile

Robert William Loesch

MOUNTAIN CAPITAL INVESTMENT ADVISORS INC·ERIE, Colorado

Series 65Clean record8 years registeredMOUNTAIN CAPITAL INVESTMENT ADVISORS INC

137 COMMANDER CIR, ERIE, CO 80516CRD# 5896678Firm CRD# 156660

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert William Loesch · ERIE, CO

Registration

CRD #5896678 · MOUNTAIN CAPITAL INVESTMENT ADVISORS INC · 8 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MOUNTAIN CAPITAL INVESTMENT ADVISORS INC

MOUNTAIN CAPITAL INVESTMENT ADVISORS INC

Mar 2018 – Dec 2024

WESTMINSTER, CO

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · March 19, 2018

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MOUNTAIN CAPITAL INVESTMENT ADVISORS INC

CRD 156660 · SEC 801-110107

AUM

$608M

Regulatory assets under management

Employees

2,731 client accounts

Services offered by MOUNTAIN CAPITAL INVESTMENT ADVISORS INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MOUNTAIN CAPITAL INVESTMENT ADVISORS INC →

Introduction

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Frequently Asked Questions

What services does Robert William Loesch offer?

Robert William Loesch specializes in Financial Planning, Investment Management, Fee-Only Advisory.

What are Robert William Loesch's credentials?

Robert William Loesch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert William Loesch located?

Robert William Loesch is based in ERIE, Colorado, last registered with MOUNTAIN CAPITAL INVESTMENT ADVISORS INC.

How does Robert William Loesch charge for services?

Robert William Loesch's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MOUNTAIN CAPITAL INVESTMENT ADVISORS INC?

MOUNTAIN CAPITAL INVESTMENT ADVISORS INC has approximately 12 employees and manages $608M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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