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RED MOUNTAIN FINANCIAL PARTNERS
RED MOUNTAIN FINANCIAL PARTNERS, LLC
CRD 174672 · SEC 801-123154
555 RIVERGATE LANE - SUITE B1-107, DURANGO, CO, 81301, United States
Phone
970-259-1313
Fax
(970) 259-1614
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$225.6M
Discretionary AUM
$225.6M
Team
3 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 242 | $62.2M |
| High net worth individuals | 64 | $147.8M |
| Pension/profit sharing plans | 1 | $2.3M |
| Corporations/business entities | 7 | $13.4M |
States served
AZ, CA, CO, MT, NM, TX
All web addresses on file
Official SEC filing: View on IAPD