RED MOUNTAIN FINANCIAL, LLC
CRD #277100 SEC #801-128506 FORT COLLINS, CO 970-658-0946
SEC Registered
Total AUM
$174.4M
Discretionary
$121.6M
Employees
1
Clients
25
Accounts
353
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $174.4M | $121.6M | $52.8M | 1 | 0 |
| Mar 2024 | $162.1M | $72.6M | $89.5M | 1 | 0 |
| Mar 2024 | $146.1M | $65.4M | $80.6M | 1 | 0 |
| Jun 2023 | $146.1M | $65.4M | $80.6M | 1 | 0 |
DateMar 2025
Total AUM$174.4M
Discretionary$121.6M
Non-Disc.$52.8M
Employees1
Clients0
DateMar 2024
Total AUM$162.1M
Discretionary$72.6M
Non-Disc.$89.5M
Employees1
Clients0
DateMar 2024
Total AUM$146.1M
Discretionary$65.4M
Non-Disc.$80.6M
Employees1
Clients0
DateJun 2023
Total AUM$146.1M
Discretionary$65.4M
Non-Disc.$80.6M
Employees1
Clients0