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Building 2RED MOUNTAIN FINANCIAL PARTNERS

Map pinDURANGO, CO
Phone970-259-1313
NotebookSEC #801-123154
Total AUM
$225.6M
Employees
3
Clients
314

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
555 RIVERGATE LANE - SUITE B1-107
DURANGO
CO 81301
United States
Operating Hours
9-4
Monday - Friday
Phone
970-259-1313

ReceiptFinancials

Total AUM
$225.6M
Accounts
639
Discretionary
$225.6M
Accounts
639
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
242
AUM
$62.2M
HNW Individual Clients
64
AUM
$147.8M
Pension/Profit Sharing Plan Clients
1
AUM
$2.3M
Corporation or Business Clients
7
AUM
$13.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOMTNMTX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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