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OUTBOUND FINANCIAL

BOULDER, CO · CRD 287697 · IAPD ↗ · outboundfinancial.com · (720) 642-9701

$151.2MRegulatory AUM
1Advisory reps
1Employees
95Clients
101-250Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2026 — OUTBOUND FINANCIAL reported RAUM up 28% ($117.7M -> $151.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
October 2024 — OUTBOUND FINANCIAL (BOULDER, CO) is newly SEC-registered with $100.1M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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