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Building 2MUELLER FINANCIAL SOLUTIONS CO.

Map pinCANON CITY, CO
Phone(719) 275-1651
NotebookSEC #801-108659
Total AUM
$155.7M
Employees
9
Clients
261

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
303 NORTH 7TH ST.
CANON CITY
CO 81212
United States
Operating Hours
8:00 AM TO 5:00 PM
FRIDAY 8:00 AM TO 3:00 PM
Phone
(719) 275-1651

ReceiptFinancials

Total AUM
$155.7M
Accounts
559
Discretionary
$150.3M
Accounts
547
Non-Discretionary
$5.4M
Accounts
12

ContactClients

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Individual Clients
213
AUM
$55.3M
HNW Individual Clients
33
AUM
$80.5M
Pension/Profit Sharing Plan Clients
1
AUM
$1.4M
Charitable Organization Clients
1
AUM
$553.3K
Corporation or Business Clients
1
AUM
$12.6M
Other Clients
12
AUM
$5.4M
Description of Other Clients
ANNUITIES/EMPLOYER PLANS

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCOTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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