Seamount Financial Group Inc

Overview

Seamount Financial Group Inc is an SEC registered investment adviser based in Colorado Springs, CO, registered since 1999. It reports $745M in assets under management across 1,609 accounts, with 10 employees. It has 6 investment adviser representatives.

Reported AUM

$745M

Discretionary

100%

Accounts

1,609

Average account

$463K

Employees

10

Advisory reps

6

Registered since

1999

Jurisdictions

11

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 5

• Leon Joseph Colafrancesco President, Shareholder CRD 1024686
• Aaron Matthew McLaughlin Shareholder, Chief Compliance Officer CRD 5909837
• Rebecca Luzzi Colafrancesco Vice President CRD 4628242

2 more executive officers, with direct contact details

Advisory reps 3 of 6

• Leon Joseph Colafrancesco Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1024686
• Christopher R Dorsett Insurance Agent · Registered Rep · Investment Adviser Rep CRD 3042525
• Nicholas Robert Dorsett Insurance Agent · Registered Rep · Investment Adviser Rep CRD 6719629

3 more advisory reps, with emails, phones and branch locations

Location

Headquarters

90 S Cascade Ave Ste 970
Colorado Springs, CO 80903

County

El Paso

Metro area

Colorado Springs, CO

Region

West

Registrations

• SEC registered
• Registered in 11 jurisdictions
• Website: seamountfinancial.com

Every state, with registration dates

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