Hedge Fund
    Manages Private Funds

    Iron Mountain Financial Planning

    Registered investment advisor · Rapid City, South Dakota · CRD #290743

    Assets Under Management
    $42M
    Client Accounts
    245
    Employees
    1
    CRD Number
    290743
    Registration
    STATE Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Iron Mountain Financial Planning

    Iron Mountain Financial Planning is a registered investment advisory firm headquartered in Rapid City, South Dakota, managing approximately $42M in regulatory assets across 245 client accounts. The firm's full regulatory record is filed with the SEC under CRD #290743.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Iron Mountain Financial Planning

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    Frequently Asked Questions

    What is Iron Mountain Financial Planning's AUM?

    Iron Mountain Financial Planning reports approximately $42M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Iron Mountain Financial Planning headquartered?

    Iron Mountain Financial Planning is headquartered in Rapid City, South Dakota.

    What is Iron Mountain Financial Planning's CRD number?

    Iron Mountain Financial Planning's CRD number is 290743. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Iron Mountain Financial Planning manage?

    Iron Mountain Financial Planning manages approximately 245 client accounts according to its latest SEC filing.

    Is Iron Mountain Financial Planning SEC registered?

    Iron Mountain Financial Planning is registered as a STATE investment adviser.

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