Purple Mountain Investment Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Purple Mountain provides ongoing portfolio management and financial planning services to individual and high‑net‑worth clients, creating an Investment Policy Statement for each client to document goals, risk tolerance, and time horizon. The firm also operates a paid subscription newsletter that delivers specific buy and sell recommendations alongside its discretionary portfolio management services.
The firm’s investment approach combines multiple analysis methods — including charting, fundamental, technical, cyclical and quantitative analysis, and modern portfolio theory — and it employs both long‑term and short‑term trading with discretionary authority. Purple Mountain commonly concentrates recommendations in the pharmaceutical and biotech sectors and explicitly discusses the heightened, security‑specific risks of those industries and the need for close monitoring and prudent allocation.
Noteworthy aspects disclosed in the brochure include the subscription newsletter that issues security‑level advice, an arrangement relatively uncommon among peers, and the firm’s in‑house management model that does not rely on third‑party advisers. The brochure also discloses an affiliated consulting business that provides services to pharma/biotech companies (including large global firms), a relationship the firm identifies and addresses in its disclosures and policies.
Client services
Expertise
Fee options
3.00% annually
$300 per hour
$500 per month
Main office
Scottsdale AZ
Advisors at this office
1
Most active in
Arizona
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
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Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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