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RED MOUNTAIN FINANCIAL, LLC

1136 East Stuart Street
Ste 4204
Fort Collins, Colorado 80525
Tel: 970-658-0946

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About RED MOUNTAIN FINANCIAL, LLC

RED MOUNTAIN FINANCIAL, LLC, formally registered with the SEC as RED MOUNTAIN FINANCIAL, LLC. The firm was established in 08/01/2023. They have over 1 offices throughout the country.

RED MOUNTAIN FINANCIAL, LLC is a Fort Collins, Colorado based Financial Planning firm with nearly $162,133,709 assets under management, offering retirement planning & investment advisory services to 359 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#277100
SEC#801-128506
Assets Managed by Firm$162,133,709
No. of Clients359
No. of Advisors1

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 ClientsAUM
Firm Total359$162,133,709
Individuals (other than high net worth individuals)54$9,614,529
High net worth individuals97$152,519,180

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