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Jordan Stuart Tarry

MOUNTAIN CAPITAL INVESTMENT ADVISORS INC·WESTMINSTER, Colorado
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12235 PECOS ST, WESTMINSTER, CO 80234CRD# 4417657Firm CRD# 156660
01

About

Jordan Stuart Tarry is a registered financial advisor based in WESTMINSTER, Colorado, affiliated with MOUNTAIN CAPITAL INVESTMENT ADVISORS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MOUNTAIN CAPITAL INVESTMENT ADVISORS INC
MOUNTAIN CAPITAL INVESTMENT ADVISORS INC
AUM
$608M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at MOUNTAIN CAPITAL INVESTMENT ADVISORS INC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4417657
Firm CRD# 156660
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jordan Stuart Tarry offer?
Jordan Stuart Tarry specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in WESTMINSTER, Colorado for a consultation.
What are Jordan Stuart Tarry's credentials?
Jordan Stuart Tarry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jordan Stuart Tarry located?
Jordan Stuart Tarry is based in WESTMINSTER, Colorado, working with MOUNTAIN CAPITAL INVESTMENT ADVISORS INC. Their office serves clients in the WESTMINSTER metropolitan area and surrounding communities.
How does Jordan Stuart Tarry charge for services?
Jordan Stuart Tarry'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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Nearby cities in Colorado
DENVER (1269)GREENWOOD VILLAGE (262)BOULDER (238)COLORADO SPRINGS (134)CENTENNIAL (67)
City Guides
DENVER GuideGREENWOOD VILLAGE GuideBOULDER GuideCOLORADO SPRINGS GuideCENTENNIAL Guide
Research
Advisor Fees in ColoradoNational Fee Analysis
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