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Building 2RED MOUNTAIN FINANCIAL, LLC

Map pinFORT COLLINS, CO
Phone970-658-0946
NotebookSEC #801-128506
Total AUM
$184.4M
Employees
1
Clients
151

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1136 EAST STUART STREET
STE 4204
FORT COLLINS
CO 80525
United States
Operating Hours
10 AM TO 4:00 PM
Monday - Friday
Phone
970-658-0946

ReceiptFinancials

Total AUM
$184.4M
Accounts
350
Discretionary
$139.3M
Accounts
219
Non-Discretionary
$45.1M
Accounts
131

ContactClients

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Individual Clients
74
AUM
$30.6M
HNW Individual Clients
77
AUM
$153.8M

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
CO

HandshakeAffiliates

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

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