1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2THEORY FINANCIAL

Map pinFORT COLLINS, CO
Phone970-305-4649
NotebookSEC #801-122366
Total AUM
$319.2M
Employees
3
Clients
252

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2580 HARMONY ROAD, SUITE 201
FORT COLLINS
CO 80528
United States
Operating Hours
8 AM - 4 PM
Monday - Friday
Phone
970-305-4649
Other Offices
1

ReceiptFinancials

Total AUM
$319.2M
Accounts
676
Discretionary
$315.4M
Accounts
674
Non-Discretionary
$3.9M
Accounts
2

ContactClients

View more in analytics →

Individual Clients
146
AUM
$63.8M
HNW Individual Clients
106
AUM
$255.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COTX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account