1136 East Stuart Street
Ste 4204
Fort Collins, Colorado 80525
Tel: 970-658-0946
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$239,345,489,058 | 6602 | 978 | |
$134,279,160,181 | 188739 | 766 | |
$81,139,239,094 | 82 | 81 | |
$65,938,129,807 | 135 | 60 | |
$64,880,528,684 | 154 | 305 |
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