Outbound Financial, Inc.
● SEC registered since 2024CRD 287697SEC# 801-131224Boulder, CO
Reg. AUM
$151.2M
Employees
1
Accounts
423
Location
Boulder, CO
Outbound Financial, Inc. assets under management
Outbound Financial, Inc. is an investment advisory firm registered with the SEC based in Boulder, CO. The firm has been registered since 2024. It reports $151.2 million in regulatory assets under management and employs 1 people.
Outbound Financial, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Steven Jeffrey Nading Control | President, Cco | Over 75% | 2016 |
Frequently asked questions
How much does Outbound Financial, Inc. manage?
Outbound Financial, Inc. reports $151.2 million in regulatory assets under management on its Form ADV.
How many employees does Outbound Financial, Inc. have?
Outbound Financial, Inc. reports 1 employees.
Where is Outbound Financial, Inc. located?
Outbound Financial, Inc. is based in Boulder, CO and has been SEC-registered since 2024.
Does Outbound Financial, Inc. disclose fund performance?
Outbound Financial, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6260 Lookout Road, Ste 220l, Boulder, CO 80301 |
| Phone | (720) 642-9701 |
| Office hours | By Appointment Only |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$151.2M▲ 28%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$151.2Mregulatory AUM
Discretionary $151.2M