Red Mountain Financial, LLC

EST. AUM
$184,434,833

CONTACTS

CLIENT ACCOUNTS
350

Firm Details

Metro area Denver
CRD Number 277100
Website redmountainfinancial.com
Client types

Overview

Red Mountain Financial, LLC is a Fort Collins, Colorado-based SEC-registered investment adviser founded in 2015 by Christopher J. Barr. The firm operates as a fee-only fiduciary advisory practice providing comprehensive financial planning, retirement planning, estate planning, and discretionary investment management services to individuals and high-net-worth families. The firm's approach emphasizes personalized planning, customized portfolios, and long-term wealth management.

Platform Details

Investment Preferences

Alternative Activity