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Home > Retirement Planners > colorado > fort collins > RED MOUNTAIN FINANCIAL, LLC
RED MOUNTAIN FINANCIAL, LLC
1136 East Stuart Street
Ste 4204
Fort Collins, Colorado 80525
Tel: 970-658-0946
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 Status | Approved |
|---|---|
| Firm CRD# | 277100 |
| SEC# | 801-128506 |
| Assets Managed by Firm | $162,133,709 |
| No. of Clients | 359 |
| No. of Advisors | 1 |
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 | 359 | $162,133,709 |
| Individuals (other than high net worth individuals) | 54 | $9,614,529 |
| High net worth individuals | 97 | $152,519,180 |
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