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Outbound Financial, Inc.

● SEC registered since 2024CRD 287697SEC# 801-131224Boulder, CO
Export (members)
Reg. AUM
$117.7M
Employees
1
Accounts
321
Location
Boulder, CO

Outbound Financial, Inc. assets under management

Outbound Financial, Inc. is an investment advisory firm registered with the SEC based in Boulder, CO. The firm has been registered since 2024. It reports $117.7 million in regulatory assets under management and employs 1 people.
www.outboundfinancial.comView on SEC.gov ↗

Outbound Financial, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Steven Jeffrey Nading ControlPresident, CcoOver 75%2016

Frequently asked questions

How much does Outbound Financial, Inc. manage?

Outbound Financial, Inc. reports $117.7 million in regulatory assets under management on its Form ADV.

How many employees does Outbound Financial, Inc. have?

Outbound Financial, Inc. reports 1 employees.

Where is Outbound Financial, Inc. located?

Outbound Financial, Inc. is based in Boulder, CO and has been SEC-registered since 2024.

Does Outbound Financial, Inc. disclose fund performance?

Outbound Financial, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4845 Pearl East Circle, Ste 101, Boulder, CO 80301
Phone(720) 642-9701
Office hoursBy Appointment Only
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$117.7M
Non-discretionary$0
Total (RAUM)$117.7M