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CRD#: 341568
RIA
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for SURMOUNT VENTURES MANAGEMENT LLC Comes From
Understanding the Statistics for SURMOUNT VENTURES MANAGEMENT LLC and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
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HNWI
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Breakdown of Assets Under Management
Total Client Assets:
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Individuals
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HNWI
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MISC
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Employees
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Registered
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HNWI
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Firm Disclosures
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FIRM INFORMATION
Main Address
5966 S Dixie Highway Ste 300, South Miami, FL 33143
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
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Advisor's working at SURMOUNT VENTURES MANAGEMENT LLC
LS
Lindsey Lauren Shinners
IAR
RR
CRD#: 7322034
Location:
Duluth, MN
Company:
EMPOWER ADVISORY GROUP, LLC
Disclosures:
Experience:
4 years
JF
John Jay Fenwick
PR
CRD#: 2436951
Location:
Fairfield, IA 52556-8757
Company:
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Disclosures:
Experience:
32 years
Paul B Mullen
IAR
RR
CRD#: 2068134
Location:
Horsham, PA
Company:
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Disclosures:
Experience:
36 years
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