Redmount Capital Partners LLC | Financial Advisor in Newport Beach ,CA

23 Corporate Plaza Drive
Suite 150
Newport Beach, CA 92660
Phone: (949) 478-3512

Adding to Your Financial Growth and Strength


About

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.

24 Years of Experience



General Information
Firm Start Year:   2015
No.of Employees:   2-4
Insurance License#:   0H97744
Name of Custodial Firm:   TD Ameritrade Institutional, Interactive Brokers Institutional
States Licensed in:   CA and NJ
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
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.


Education
BA in Business Administration - Business Adminitstration  MUM - Fairfield, Iowa
1990- 1993



FAQs

  • What is your approach to financial planning? Our financial planning advice is comprehensive, strategy-driven, and big-picture oriented.
  • What services do you offer? The value of our advice comes from thinking things through by helping clients cope strategically with their financial and business priorities, including getting greater and accelerated value out of their investments, including property holdings, business interests, inheritance, trusts, etc.
  • Will you be the only person working with me? We work as a team, combining two professionals.
  • How are you compensated? How will I pay for your services? All our portfolio management clients are offered financial planning at no additional cost.
  • How much risk should I be willing to take? We conduct thorough and systematic risk tolerance assessment for each of our clients, prior to recommending tailored asset allocation. We rely on a state-of-the-art technology tool for this.
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DISCLAIMER

Redmount Capital Partners is a Registered Investment Advisory firm registered with the state of CA.

Armen Grigorian / Curtis Hollowell

Armen Grigorian / Curtis Hollowell

Biography


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.

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My Services


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.


Portfolio Management

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.


Communities Served

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

Office Hours

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