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
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
|Firm Start Year:||2015|
|Name of Custodial Firm:||TD Ameritrade Institutional, Interactive Brokers Institutional|
|States Licensed in:||CA and NJ|
|Number of Years with Current Firm:||3|
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
|I work with the following types of clients:||Non-Profit Organizations , Individual Investors , Businesses|
|Investment Types:||Alternative Investments , Exchange Traded Funds (ETFs) , Mortgages & Real Estate , Bonds , Stocks , Mutual Funds|
|Qualifications & Memberships|
|Insurance and Annuity Licenses:||Health , Life|
|Advisor's Number of Clients:||44|
|Advisor's Number of Managed Clients:||44|
|Advisor's Number of Planning Clients:||40|
|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.
|BA in Business Administration - Business Adminitstration||
MUM - Fairfield, Iowa
Redmount Capital Partners is a Registered Investment Advisory firm registered with the state of CA.
The team of Curtis Hollowell and Armen Grigorian leverages over 20 years of investment advisory, asset management, private equity, and banking experience to be a trusted adviser for clients whose priorities are to grow and protect family wealth. Armen started his career in 1993 with Royal Bank of Canada. Curtis started his career at USBank in 2004. They worked at Merrill Lynch and Principal Financial prior to co-founding Redmount Capital Partners. Curtis is a California native. Armen moved to Southern California in 2012 from New York City.
Establishing a valued relationship with clients is essential for the team, as it works with a limited number of individuals, families, trusts, and foundations. They believe that quality advice requires an in-depth understanding of client priorities and strategy, combined with alignment of interests, absolute discretion, and access to institutional-class resources.
Financial Planning for Individuals
We offer a comprehensive range of wealth planning and structuring services, including guidance and recommendations on the latest techniques and opportunities. We invest time with each of our clients to develop an effective financial strategy for wealth structuring, asset protection, asset allocation, retirement planning, estate and wealth transfer, planning, financial legacy, etc.
We offer fee-only, fiduciary, and customized portfolio management advice 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.
Financial Advice & Consulting
The value of our advice comes from thinking things through by helping clients cope strategically with their family and business financial priorities, including getting greater and accelerated value out of their investments, including property holdings, business interests, inheritance, foundations, and trusts.
|Dana Point||Foothill Ranch|
|Garden Grove||Huntington Beach|
|Ladera Ranch||Laguna Beach|
|Laguna Hills||Laguna Niguel|
|Lake Forest||Long Beach|
|Los Alamitos||Mission Viejo|
|Newport Beach||Newport Coast|
|Rancho Santa Margarita||San Clemente|
|San Juan Capistrano||Santa Ana|
|Santa Fe Springs||Seal Beach|
|Sunset Beach||Trabuco Canyon|
|Mon.||8:00 AM - 5:00 PM|
|Tue.||8:00 AM - 5:00 PM|
|Wed.||8:00 AM - 5:00 PM|
|Thu.||8:00 AM - 5:00 PM|
|Fri.||8:00 AM - 5:00 PM|