Nationwide Financial Planners

National Coverage

Local Professionals

Featured Business Financial Advisor in Newport Beach, CA
Newport Beach Financial Advisors
Redmount Capital Partners LLC
23 Corporate Plaza Drive, Suite 150
Newport Beach, CA 92660
(949) 478-3512
“Adding to Your Financial Growth and Strength”
Advisor Profile
Armen Grigorian / Curtis Hollowell
Name:  Armen Grigorian / Curtis Hollowell
Phone Number:  (949) 478-3512
Website:  Visit Website
Disclaimer
Redmount Capital Partners is a Registered Investment Advisory firm registered with the state of CA.

About Redmount Capital Partners LLC

Our customized portfolio management advice is focused on
capital preservation, risk & liquidity management, and long-
term, after-tax returns.​ Our bottom line is helping you achieve
your financial objectives with the least amount of risk
possible.

We founded our firm after working at global financial firms
and with the realization that for our business to grow,
our client interests must be represented without proprietary
constraints, commission incentives, or sales performance
pressures. As fiduciary advisers we earn asset-based fees only.
We do not receive commissions from selling financial products,
rendering us neutral to any specific choices of financial
products.
 

General Information

CRD#:    5903547
Firm CRD#:    174198
Insurance License#:    0H97744
Name of Custodial Firm:    TD Ameritrade Institutional, Interactive Brokers Institutional
States Licensed in:    CA and NJ
States Willing to do Business in:    Aliso Viejo,Anaheim,Brea,Capistrano Beach,Cerritos,Corona,Costa Mesa,Cypress,Dana Point,Foothill Ranch,Fountain Valley,Fullerton,Garden Grove,Huntington Beach,Irvine,La Mirada,Ladera Ranch,Laguna Beach,Laguna Hills,Laguna Niguel,Lake Forest,Long Beach,Los Alamitos,Mission Viejo,Newport Beach,Newport Coast,Orange,Placentia,Rancho Santa Margarita,San Clemente,San Juan Capistrano,Santa Ana,Santa Fe Springs,Seal Beach,Sunset Beach,Trabuco Canyon,Tustin,Westminster,Whittier,Yorba Linda
Years of Experience in Financial Services:    24
Number of Years with Current Firm:    3
Work Experience:    Armen Grigorian started his financial industry
career in 1993 with Royal Bank of Canada.
Curtis Hollowell started his career with USBank
in 2004. Prior to co-founding Redmount Capital
Partners, Armen and Curtis worked at Merrill
Lynch Wealth Management and Principal Financial
Group.
I work with the following types of clients:    Non-Profit Organizations, Individual Investors, Businesses
 

Services

Investment Types:    Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Bonds, Stocks, Mutual Funds
 

Qualifications & Memberships

Securities Licenses:    Series 66
Insurance and Annuity Licenses:    Health, Life
 

Firm Information

Advisor's Number of Clients:    44
Advisor's Number of Managed Clients:    44
Advisor's Number of Planning Clients:    40
 

Compliance

Registered Investment Advisor:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a Fee-Only financial professional
Minimum Portfolio Size for New Managed Accounts:    $500,000
Compensation Methods:    Based on Assets
Fee % Based on Assets:    0.25 to 1%
Additional Details on Charges:    Our fees, based on assets, range from 0.25% to 1%,
depending on the type of investment strategy and
portfolio size. We have two types of investment
strategies: Cash Reserves Management Strategy and
Multi-Asset Investment Management Strategy.
 
 
 
Prepared By: Armen Grigorian / Curtis Hollowell

This website provides information related to the subjects covered. Before making any financial or legal decisions, a professional should be consulted.