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Mountain Legacy Logo
Mountain Legacy CB Rank
1728559
Heat Score
39
Mountain Legacy is a financial services firm that provides wealth management services to individuals and businesses.
Founded
obfuscation
Private Englewood, Colorado, United States1-10 www.mtnlegacy.com/
Advice
Consulting
Financial Services
Wealth Management
Overview

Mountain Legacy
Heat Score
39

Growth Score
pts
in past quarter
Heat Score 39
-10 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Mountain Legacy

CB Rank
1728559
Mountain Legacy is a financial services firm that provides wealth management services to individuals and businesses.
Founded
obfuscation
Private Englewood, Colorado, United States1-10 www.mtnlegacy.com/
Advice
Consulting
Financial Services
Wealth Management

Key People

Details

Also Known As Mountain Legacy Family Wealth Partners
Operating Status Active
Company Type For Profit
Founders  Jeffrey Blomgren
Phone Number +1 303-521-4241
Predictions & Insights

Products & Services

Wealth Integration Management
A service that integrates various financial services including portfolio strategy, asset management, trust and estate planning, insurance, retirement and college planning, and executive benefits optimization.
Investment Management
A service that develops personalized investment strategies focused on diversification and long-term wealth creation and preservation.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 2

Employee Profiles

News
Technology
View Tech Report

IT Spend

$181.3KThis year, Mountain Legacy is projected to spend $181.3K on IT, according to Aberdeen.

Active Website Tech Count

2Mountain Legacy is actively using 2 technologies for its website, according to BuiltWith. These include Common Crawl and  CommonCrawl Top 50m.
Sub-Organizations
Frequently Asked Questions

Where is Mountain Legacy's headquarters? Mountain Legacy is located in Englewood, Colorado, United States.Who are Mountain Legacy's competitors? Alternatives and possible competitors to Mountain Legacy may include Bank of America, Wells Fargo, and  HighTower Advisors.
Who We Are
What We Do
Helpful Links
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