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Building 2FFG RETIREMENT COUNSELING

Map pinCENTENNIAL, CO
Phone(303) 327-8100
NotebookSEC #801-119392
Total AUM
$216.5M
Employees
5
Clients
156

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5975 SOUTH QUEBEC STREET
SUITE 130
CENTENNIAL
CO 80111
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
(303) 327-8100

ReceiptFinancials

Total AUM
$216.5M
Accounts
730
Discretionary
$216.5M
Accounts
730
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
76
AUM
$31.2M
HNW Individual Clients
80
AUM
$185.3M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCO

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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