RED MOUNTAIN FINANCIAL, LLC

RIASEC RegisteredEst. 2023

Total AUM

$184M

Discretionary

$139M

76% of AUM

Avg account

$527K

Accounts

350

Employees

1

Advisory reps

1

Firm details

Headquarters: FORT COLLINS, Colorado
CRD number: 277100
Registered since: August 1, 2023
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI83.39%
Individuals16.61%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Red Mountain Financial, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2023. The firm is owner-operated and concentrates on individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Compensation arrangements include a percentage-of-AUM fee schedule as well as hourly and fixed-fee options. The adviser does not identify as an active ESG investor and is not listed as a multi-state adviser or a pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities91%
Cash & Cash Equivalents6%
US Government Bonds3%

Contacts

1 of 1

CHRISTOPHER BARR
Owner, PresidentCRD 3272402

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 46

Active vs passive

$75.2M in ETFs

Passive

59%

$44.6M

Active

37%

$30.6M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
SCHWAB US DIVIDEND EQUITY ETF (SCHD)	Schwab	Passive	Large Value	$11.5M	376,311	15.35%

Unlock additional holdings →

Primary office

FORT COLLINS, CO

LARIMER

Location

FORT COLLINS, CO

Headquartered in FORT COLLINS, CO, in the West of the United States.

Region: West
County: LARIMER
Address: 1136 E Stuart St
Time zone: MT (UTC-7)
Office locations

Similar firms

THE WILLIAM ALLAN CORPORATION

FORT COLLINS, CO

AUM $204MTEAM 12REPS 7

FPFOCO

FORT COLLINS, CO

AUM $152MTEAM 4REPS 3

GROWSTRONG WEALTH STRATEGIES

FORT COLLINS, CO

AUM $127MTEAM 3REPS 3

JIM SAULNIER & ASSOCIATES, LLC

FORT COLLINS, CO

AUM $286MTEAM 7REPS 5

THEORY FINANCIAL

FORT COLLINS, CO

AUM $319MTEAM 3REPS 3

NAVIGATION WEALTH MANAGEMENT

FORT COLLINS, CO

AUM $103MTEAM 8REPS 8

More RIAs in FORT COLLINS →All Colorado RIAs →