Claim Profile
MB

Michelle Lee Burns

MOUNTAIN CAPITAL INVESTMENT ADVISORS INC·WESTMINSTER, Colorado
Unclaimed Profile
12235 PECOS ST, WESTMINSTER, CO 80234CRD# 6488350Firm CRD# 156660
01

About

Michelle Lee Burns 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
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6488350
Firm CRD# 156660
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WESTMINSTER?

Browse all registered financial advisors in WESTMINSTER, Colorado or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Michelle Lee Burns offer?
Michelle Lee Burns specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in WESTMINSTER, Colorado for a consultation.
What are Michelle Lee Burns's credentials?
Michelle Lee Burns is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michelle Lee Burns located?
Michelle Lee Burns 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 Michelle Lee Burns charge for services?
Michelle Lee Burns'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty