OUTBOUND FINANCIAL, INC.
Legal name: OUTBOUND FINANCIAL
CRD #287697 SEC #801-131224 BOULDER, CO (720) 642-9701
SEC Registered
Total AUM
$117.7M
Discretionary
$117.7M
Employees
1
Clients
101
Accounts
321
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $117.7M | $117.7M | $0 | 1 | 43 |
| Sep 2024 | $100.1M | $100.1M | $0 | 1 | 12 |
| Aug 2024 | $100.1M | $100.1M | $0 | 1 | 12 |
DateMar 2025
Total AUM$117.7M
Discretionary$117.7M
Non-Disc.$0
Employees1
Clients43
DateSep 2024
Total AUM$100.1M
Discretionary$100.1M
Non-Disc.$0
Employees1
Clients12
DateAug 2024
Total AUM$100.1M
Discretionary$100.1M
Non-Disc.$0
Employees1
Clients12