Overview
Assets Under Management: $197 million
Headquarters: DURANGO, CO
High-Net-Worth Clients: 49
Average Client Assets: $2 million
Frequently Asked Questions
RED MOUNTAIN FINANCIAL PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #174672), RED MOUNTAIN FINANCIAL PARTNERS, LLC is subject to fiduciary duty under federal law.
RED MOUNTAIN FINANCIAL PARTNERS, LLC is headquartered in DURANGO, CO.
RED MOUNTAIN FINANCIAL PARTNERS, LLC serves 49 high-net-worth clients according to their SEC filing dated February 26, 2025. View client details ↓
According to their SEC Form ADV, RED MOUNTAIN FINANCIAL PARTNERS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
RED MOUNTAIN FINANCIAL PARTNERS, LLC manages $197 million in client assets according to their SEC filing dated February 26, 2025.
According to their SEC Form ADV, RED MOUNTAIN FINANCIAL PARTNERS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.25
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 760
Discretionary Accounts: 760
Regulatory Filings
CRD Number: 174672
Last Filing Date: 2025-02-26 00:00:00
Website: https://lpl.com