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Home > Retirement Planners > colorado > durango > RED MOUNTAIN FINANCIAL PARTNERS
RED MOUNTAIN FINANCIAL PARTNERS
555 Rivergate Lane - Suite B1-107
Durango, Colorado 81301
Tel: 970-259-1313
About RED MOUNTAIN FINANCIAL PARTNERS
RED MOUNTAIN FINANCIAL PARTNERS, formally registered with the SEC as RED MOUNTAIN FINANCIAL PARTNERS. The firm was established in 02/09/2022. They have over 1 offices throughout the country.
RED MOUNTAIN FINANCIAL PARTNERS is a Durango, Colorado based Financial Planning firm with nearly $196,910,579 assets under management, offering retirement planning & investment advisory services to 760 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 174672 |
| SEC# | 801-123154 |
| Assets Managed by Firm | $196,910,579 |
| No. of Clients | 760 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 760 | $196,910,579 |
| Individuals (other than high net worth individuals) | 254 | $65,155,337 |
| High net worth individuals | 49 | $116,672,971 |
| Pension and profit sharing plans | 1 | $2,587,036 |
| Corporations or other businesses | 5 | $12,495,235 |
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