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| Red Mountain Financial Partners LLC
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|
|---|---|
| CRD # | 174672 |
| SEC # | 801-123154 |
| CIK # | 0001374603 |
| AUM | 225.6 M (2026-03-09) |
| Employees | 3 (100% Investors, 100% Brokers) |
| Fees | |
| Minimum | |
| 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] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Natures Sunshine Products Inc NATR
Common Stock
|
2021-09-15 | Other | 2,407,801 | $0.00 | |
|
Destination XL Group Inc DXLG
Common Stock, $0.01 par value
|
2021-09-15 | Other | 528,409 | $0.00 | |
|
Destination XL Group Inc DXLG
Common Stock, $0.01 par value
|
2021-09-14 | Sell | 5,733,076 | $5.83 | 33,423,833 |
|
Marlin Business Services Corp MRLN
Common Stock
|
2021-08-09 | Other | 2,932,510 | $0.00 | |
|
Destination XL Group Inc DXLG
Common Stock, $0.01 par value
|
2021-08-02 | Grant | 6,237 | $5.01 | 31,247 |
|
Destination XL Group Inc DXLG
Common Stock, $0.01 par value
|
2021-05-03 | Other | 20,161 | $1.55 | 31,250 |
|
Destination XL Group Inc DXLG
Common Stock, $0.01 par value
|
2021-02-01 | Other | 39,062 | $0.80 | 31,250 |
|
Destination XL Group Inc DXLG
Common Stock, $0.01 par value
|
2021-01-15 | Buy | 126,788 | $0.37 | 46,912 |
|
Destination XL Group Inc DXLG
Common Stock, $0.01 par value
|
2021-01-14 | Buy | 173,212 | $0.37 | 64,088 |
|
Destination XL Group Inc DXLG
Deferred Stock · derivative
|
2020-11-02 | Grant | 118,865 | $0.26 | 30,905 |
|
Destination XL Group Inc DXLG
Deferred Stock · derivative
|
2020-08-03 | Grant | 89,285 | $0.35 | 31,250 |
|
Marlin Business Services Corp MRLN
Common Stock
|
2020-06-10 | Sell | 2,829 | $8.75 | 24,754 |
|
Marlin Business Services Corp MRLN
Common Stock
|
2020-06-10 | Sell | 7,041 | $8.75 | 61,609 |
|
Marlin Business Services Corp MRLN
Common Stock
|
2020-06-10 | Sell | 130 | $8.75 | 1,138 |
|
Marlin Business Services Corp MRLN
Common Stock
|
2020-06-09 | Sell | 5,658 | $9.41 | 53,242 |
|
Marlin Business Services Corp MRLN
Common Stock
|
2020-06-09 | Sell | 260 | $9.41 | 2,447 |
|
Marlin Business Services Corp MRLN
Common Stock
|
2020-06-09 | Sell | 14,082 | $9.41 | 132,512 |
|
Marlin Business Services Corp MRLN
Common Stock
|
2020-06-08 | Sell | 10,561 | $10.03 | 105,927 |
|
Marlin Business Services Corp MRLN
Common Stock
|
2020-06-08 | Sell | 195 | $10.03 | 1,956 |
|
Marlin Business Services Corp MRLN
Common Stock
|
2020-06-08 | Sell | 4,244 | $10.03 | 42,567 |
| showing 20 of 139 most recent transactions | |||||
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|
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|
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