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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Illinois
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Nading, Steven, Jeffrey | I | PRESIDENT, CCO | E | Control |
| Nading, Steven, Jeffrey | I | PRESIDENT, CCO | E | Control |
| Nading, Steven, Jeffrey | I | PRESIDENT, CCO | E | Control |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (1)
CO
Address
4845 PEARL EAST CIRCLESTE 101
BOULDER, CO 80301
United States
Phone: (720) 642-9701