William Palumbo
Mountain Pacific Investment Advisers · Boise, Idaho
William Palumbo is a fee-only financial advisor at Mountain Pacific Investment Advisers in Boise, Idaho. Mountain Pacific Investment Advisers reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Mountain Pacific Investment Advisers |
|---|---|
| Based in | Boise, Idaho |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $933.7M across 769 accounts |
| SEC registration | Investment adviser representative in ID, TX · CRD 2289668 |
| Exams passed | Series 65 (1992) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.mountain-pacific.com |
| Profile |
How William's firm compares
- Mountain Pacific Investment Advisers's average account is about $1.2 million, from its Form ADV (assets managed divided by 769 accounts).
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Questions about William
Is William Palumbo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Mountain Pacific Investment Advisers reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does William charge for financial advice?
William's firm, Mountain Pacific Investment Advisers, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is William Palumbo based?
William Palumbo is based in Boise, Idaho.
Is William Palumbo registered with the SEC?
Yes. William Palumbo is registered as an investment adviser representative in ID and TX (CRD 2289668), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Mountain Pacific Investment Advisers manage?
Mountain Pacific Investment Advisers reports $933.7M across 769 accounts in assets under management.
How do I contact William Palumbo?
Through William's website, www.mountain-pacific.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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