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 $146,063,805 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	$146,063,805
No. of Clients	359
No. of Advisors	1

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals

Firm Client Information

	No. of Clients	AUM
Firm Total	359	$146,063,805
Individuals (other than high net worth individuals)	54	$8,666,792
High net worth individuals	97	$137,397,013

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