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Red Mountain Financial, LLC

● SEC registered since 2023CRD 277100SEC# 801-128506Fort Collins, CO
Export (members)
Reg. AUM
$174.4M
Employees
1
Accounts
353
Location
Fort Collins, CO

Red Mountain Financial, LLC assets under management

Red Mountain Financial, LLC is an SEC-registered investment adviser based in Fort Collins, CO. The firm has been registered since 2023. It reports $174.4 million in regulatory assets under management and employs 1 people.
www.redmountainfinancial.comView on SEC.gov ↗

Red Mountain Financial, LLC owners & executives

1 reported
NameTitleOwnershipSince
Christopher Jay Barr ControlManaging Member/Chief Compliance Officer/OwnerOver 75%2015

Frequently asked questions

How much does Red Mountain Financial, LLC manage?

Red Mountain Financial, LLC reports $174.4 million in regulatory assets under management on its Form ADV.

How many employees does Red Mountain Financial, LLC have?

Red Mountain Financial, LLC reports 1 employees.

Where is Red Mountain Financial, LLC located?

Red Mountain Financial, LLC is based in Fort Collins, CO and has been SEC-registered since 2023.

Does Red Mountain Financial, LLC disclose fund performance?

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

Contact & registration

Address1136 East Stuart Street, Ste 4204, Fort Collins, CO 80525
Phone970-658-0946
Office hours10 a.m. To 4:00 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$121.6M
Non-discretionary$52.8M
Total (RAUM)$174.4M