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Robert David Zimberg

Financial Mountain Inc

Boulder, CO

CRD 4349021

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Employer firm

Financial Mountain Inc CRD 108489

$111M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Financial Mountain Inc

1035 Pearl Street Suite 414, Boulder, CO 80302 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-12-01
  • CO RA
    APPROVED
    Since 2025-12-01

Branch Locations

1035 Pearl Street Suite 414, Boulder, CO 80302 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Financial Mountain Inc. Boulder CO 12/1991 Present
Previous Registrations
Designations
  • Certified Financial Planner

View on SEC IAPD

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