A complete list of active advisors currently associated with Mount Ararat Financial Services LLC
Warmer can help you find a great advisor at Mount Ararat Financial Services LLC or one who fits your needs even better.
Mount Ararat Financial Services LLC provides financial planning, fund selection, and ongoing advisory services targeted to Armenian‑American individuals and also offers a Fractional Chief Investment Officer service to other investment advisory firms. The brochure describes a suite of services including a one‑time comprehensive financial plan, a quarterly subscription or hourly ongoing planning option, an Investment Fund Selection Service, and a complimentary Morningstar Direct screening to identify mutual funds and ETFs with exposure to Azerbaijan or Turkey. The firm’s stated investment approach centers on Strategic Asset Allocation informed by Modern Portfolio Theory, with advice delivered primarily in a non‑discretionary form rather than through delegated trading authority. The brochure notes the firm does not take custody or investment discretion over client accounts and generally issues recommendations and implementation guidance while clients retain execution choices and custodial relationships. Several features in the brochure distinguish Mount Ararat Fin Svc from many independent peers: it reports $350,615 in non‑discretionary assets and zero discretionary assets, discloses fee arrangements that are fixed, hourly, or subscription‑based rather than percentage‑of‑AUM, and has added a Fractional CIO offering for other advisers. The firm also documents a policy and screening focus to avoid recommending investments in Azerbaijan or Turkey and discloses the use of testimonials in its advertising, which are both uncommon attributes for firms in this category.
To learn more about the advisors currently working at Mount Ararat Financial Services LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Washington, DC
| 2
|
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