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Building 2GROWSTRONG WEALTH STRATEGIES

Map pinFORT COLLINS, CO
Phone866-535-2774
NotebookSEC #801-120506
Total AUM
$127M
Employees
3
Clients
227

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
736 WHALERS WAY
SUITE G100
FORT COLLINS
CO 80525
United States
Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
866-535-2774
Other Offices
2

ReceiptFinancials

Total AUM
$127M
Accounts
543
Discretionary
$109M
Accounts
525
Non-Discretionary
$18M
Accounts
18

ContactClients

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Individual Clients
154
AUM
$30M
HNW Individual Clients
49
AUM
$63M
Pension/Profit Sharing Plan Clients
23
AUM
$34M
Charitable Organization Clients
1
AUM
$12K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SOLICITOR FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
COMTNETX

HandshakeAffiliates

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

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