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RED MOUNTAIN FINANCIAL PARTNERS

DURANGO, CO · CRD 174672 · IAPD ↗ · redmountainfinancialpartners.com · 970-259-1313

$225.6MRegulatory AUM
3Advisory reps
3Employees
0Clients
101-250Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
March 2025 — RED MOUNTAIN FINANCIAL PARTNERS notice-filed in MT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
62
April 2024 — RED MOUNTAIN FINANCIAL PARTNERS reported RAUM up 40% ($121.1M -> $169.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.