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 as an investment bank. The firm registered with the SEC in 2022. Ownership is listed as a mix of a domestic entity and an individual. Available reporting indicates the firm does not act as a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The source file provides limited detail about the firm's business model, client types, fee schedules, or advisory services. That absence of disclosure suggests the entity currently presents itself more as a broker-dealer / investment-banking vehicle than as a traditional asset-management RIA with client-facing advisory assets.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 7
  • John Teets

    John Teets

    Co-Founder & PartnerCRD 2523235

  • Bing Qin Tao

    FinOpCRD 6253793

  • Craig Collar

    Craig Collar

    PartnerCRD 3107805

Unlock 4 more contacts →

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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