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RED MOUNTAIN FINANCIAL, LLC
CRD 277100 · SEC 801-128506
1136 EAST STUART STREET, STE 4204, FORT COLLINS, CO, 80525, United States
Phone
970-658-0946
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$184.4M
Discretionary AUM
$139.3M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 74 | $30.6M |
| High net worth individuals | 77 | $153.8M |
States served
CO
All web addresses on file
Official SEC filing: View on IAPD