Company Information

Get to know 401k advisors intermountain

401(k) Advisors Intermountain, LLC is a specialized financial advisory firm dedicated to serving as a fiduciary for employer-sponsored retirement plans, such as 401(k)s and 403(b)s. Their mission is to provide independent, objective advice to help plan sponsors manage their fiduciary responsibilities and to assist employees in achieving their individual retirement goals. The firm offers services including retirement plan consulting, investment selection and monitoring, fee benchmarking, and employee education and advice. By operating on a fee-only basis, they aim to eliminate conflicts of interest and ensure their guidance is solely in the best interest of their clients.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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401k advisors intermountain

United States

Founded in

1989 (37 Years)

Founded

Last online: No recent activity

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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.

BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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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.