|
⚲
|
| Red Mountain Financial Partners LLC
✚
|
|
|---|---|
| CRD # | 174672 |
| SEC # | 801-123154 |
| CIK # | 0001374603 |
| AUM | $225.6 M (2026-03-09) |
| Employees | 3 (100% Investors, 100% Brokers) |
| Phone | 970-259-1313 |
| Address | 555 Rivergate Lane Suite B1107 Durango, CO 81301 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 242 | 62.2 |
| (b) Individuals (high net worth individuals) | 64 | 147.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 2.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 13.4 |
| (n) Other | 0 | 0.0 |
| Total | 639 | 225.6 |
| By Discretionary | ||
| Discretionary | 639 | 225.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 639 | 225.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 225.6 | |
| Total | 639 | 225.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 3 | [0001374603] | |
| 4 | [0001374603] | |
| D | [0001374603] |
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|---|---|---|
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Valpey Financial Services LLC
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NH | 0.2 |
|
Polaris Financial Partners LLC
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OH | 0.2 |
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Simplified Wealth Management LLC
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0.2 | |
|
Daniel Investment Associates LLC
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Henson-Edgewater Management LLC
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