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Building 2BEST LIFE INFINITY, LLC

Map pinCOLORADO SPRINGS, CO
Phone719-966-1985
NotebookSEC #801-126123
Total AUM
$48.2M
Employees
8
Clients
110

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1755 TELESTAR DR.
STE. 300
COLORADO SPRINGS
CO 80920
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
719-966-1985
Other Offices
5

ReceiptFinancials

Total AUM
$48.2M
Accounts
163
Discretionary
$48.2M
Accounts
163
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
101
AUM
$34.1M
HNW Individual Clients
9
AUM
$14.1M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLGAIDILLAMDMNMONCNENHNJNMNVNYOKORPASCTNTXVAWAWI

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

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