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Red Mountain Financial Partners, LLC

● SEC registered since 2022CRD 174672SEC# 801-123154Durango, CO
Export (members)
Reg. AUM
$225.6M
Employees
3
Accounts
639
Location
Durango, CO

Red Mountain Financial Partners, LLC assets under management

Red Mountain Financial Partners, LLC is an SEC-registered investment adviser based in Durango, CO. The firm has been registered since 2022. It reports $225.6 million in regulatory assets under management and employs 3 people.

Red Mountain Financial Partners, LLC owners & executives

2 reported
NameTitleOwnershipSince
Cara Anne FlyntChief Compliance Officer10-25%2021
Michael Ernest Warren ControlPresidentOver 75%2015

Frequently asked questions

How much does Red Mountain Financial Partners, LLC manage?

Red Mountain Financial Partners, LLC reports $225.6 million in regulatory assets under management on its Form ADV.

How many employees does Red Mountain Financial Partners, LLC have?

Red Mountain Financial Partners, LLC reports 3 employees.

Where is Red Mountain Financial Partners, LLC located?

Red Mountain Financial Partners, LLC is based in Durango, CO and has been SEC-registered since 2022.

Does Red Mountain Financial Partners, LLC disclose fund performance?

Red Mountain Financial Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address555 Rivergate Lane - Suite B1-107, Durango, CO 81301
Phone970-259-1313
Fax(970) 259-1614
Office hours9-4
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Regulatory AUM

$225.6M▲ 15%
Feb '25 — $196.9MMar '25 — $196.9MApr '25 — $196.9MMay '25 — $196.9MJun '25 — $196.9MJul '25 — $196.9MAug '25 — $196.9MSep '25 — $196.9MOct '25 — $196.9MNov '25 — $196.9MDec '25 — $196.9MJan '26 — $196.9MFeb '26 — $196.9MMar '26 — $225.6MApr '26 — $225.6MMay '26 — $225.6MJun '26 — $225.6M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 71%
Larger than 29% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers

Assets under management

$225.6Mregulatory AUM
Discretionary $225.6M