Red Mountain Securities LLC

Broker-DealerFINRA MemberEst. 2022
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Los Angeles, California
CRD number
317716
Registered since
June 22, 2022

Firm profile

FINTRX

Overview

Red Mountain Securities LLC is organized as a limited liability company and is classified in FINTRX as an investment bank. The firm appears on FINTRX as SEC-registered in 2022. Ownership is listed as a combination of a domestic entity and an individual. FINTRX does not attribute capital-allocation activity to the firm and flags it as not being an active ESG investor. The record also indicates the firm is not a multi-state adviser, not a pension consultant, and not identified as a related adviser. FINTRX provides no public detail on the firm’s client base, fee schedule, or specific advisory or business activities.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 7
  • Lucas Smith

    Lucas Smith

    Merchant BankerCRD 8144905

  • Bing Qin Tao

    FinOpCRD 6253793

  • Craig Collar

    Craig Collar

    Founding PartnerCRD 3107805

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Los Angeles, CA

Los Angeles

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
10250 Constellation Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth