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IRON MOUNTAIN FINANCIAL PLANNING
IRON MOUNTAIN FINANCIAL PLANNING, LLC
CRD 290743
600 KANSAS CITY STREET, SUITE 3, RAPID CITY, SD, 57701, United States
Phone
605-787-1255
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$42.3M
Discretionary AUM
$42.3M
Team
1 total employees; 1 advisory reps; 3 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 55 | $17.2M |
| High net worth individuals | 14 | $25.1M |
All web addresses on file
Official SEC filing: View on IAPD