CRD: 174672
RED Mountain Financial Partners
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-13-2015
- Office Locations
- 1
Office Locations
About RED Mountain Financial Partners
Red Mountain Financial Partners is an independent wealth management firm providing customized financial and investment planning and ongoing portfolio management. The team emphasizes a simple, straightforward process and serves as a client advocate, including for entrepreneurs. Portfolios use diversified allocations across ETFs, mutual funds, and fixed income, with portfolio stress testing available; custody through LPL Financial.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
MICHAEL ERNEST WARREN
President
- CRD
- #2245028
- Ownership
- 75% or more
CARA ANNE FLYNT
Chief Compliance Officer
- CRD
- #5084023
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
Unlock allContacts
DAVID LEE RICK
Associate
- CRD
- #3237358
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $225,585,331 | $353,029 |
| Non-Discretionary | $0 | -- |
| Total | $225,585,331 | $353,029 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
Continue browsing