Falists
← Back to search

OUTBOUND FINANCIAL

OUTBOUND FINANCIAL, INC.

CRD 287697 · SEC 801-131224

Visit website

6260 LOOKOUT ROAD, STE 220L, BOULDER, CO, 80301, United States

Phone

(720) 642-9701

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$151.2M

Discretionary AUM

$151.2M

Team

1 total employees; 1 advisory reps; 95 broker-dealer reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-06

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals60$9.0M
High net worth individuals90$142.3M

States served

CO

All web addresses on file

Official SEC filing: View on IAPD