Company Information

Get to know Mountain View Advisors, LLC

Mountain View Advisors, LLC is an independent, fee-only Registered Investment Adviser (RIA) firm located in Mountain View, California. Established to provide objective and comprehensive financial guidance, the firm specializes in financial planning, investment management, and retirement planning. They serve individuals, families, and trusts, operating under a fiduciary standard, which legally requires them to act in their clients' best interests. Their fee-only model means they are compensated solely by client fees, not commissions, to avoid conflicts of interest.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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Mountain View Advisors, LLC

United States

Founded in

2018 (8 Years)

Founded

Last online: No recent activity

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

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BVI FSC

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.