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Building 2THREE POINTS FINANCIAL, INC.

Map pinCOLORADO SPRINGS, CO
Phone719-495-7163
NotebookSEC #801-123334
Total AUM
$119.2M
Employees
2
Clients
57

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
15455 GLENEAGLE DRIVE, STE 205
COLORADO SPRINGS
CO 80921
United States
Operating Hours
8:30-5:30
MONDAY - THURSDAY
Phone
719-495-7163

ReceiptFinancials

Total AUM
$119.2M
Accounts
258
Discretionary
$0
Accounts
0
Non-Discretionary
$119.2M
Accounts
258

ContactClients

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Individual Clients
10
AUM
$7M
HNW Individual Clients
47
AUM
$112.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
COTX

HandshakeAffiliates

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

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