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Building 2EXPAND FINANCIAL, LLC

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Phone720-387-8158
NotebookSEC #801-121644
Total AUM
$2.8B
Employees
6
Clients
1,858

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8 AM TO 5 PM
Monday - Friday
Phone
720-387-8158
Other Offices
2

ReceiptFinancials

Total AUM
$2.8B
Accounts
1,959
Discretionary
$2.7B
Accounts
1,907
Non-Discretionary
$76M
Accounts
52

ContactClients

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Individual Clients
87
AUM
$17.1M
HNW Individual Clients
32
AUM
$68.1M
Pension/Profit Sharing Plan Clients
1,739
AUM
$2.7B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF TOTAL PLAN ASSETS

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARAZCACOCTDCFLGAIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPAPRSCTNTXUTVAWAWIWV

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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