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Building 2INTENTIONAL WEALTH STRATEGIES

Map pinCOLORADO SPRINGS, CO
Phone719-694-8002
NotebookSEC #801-128740
Total AUM
$171.3M
Employees
4
Clients
164

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1125 KELLY JOHNSON BLVD.
SUITE 111
COLORADO SPRINGS
CO 80920
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
719-694-8002
Other Offices
1

ReceiptFinancials

Total AUM
$171.3M
Accounts
581
Discretionary
$171.3M
Accounts
581
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
109
AUM
$46.6M
HNW Individual Clients
52
AUM
$113.9M
Pension/Profit Sharing Plan Clients
1
AUM
$500K
Charitable Organization Clients
1
AUM
$634.4K
Corporation or Business Clients
1
AUM
$9.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOMDTX

HandshakeAffiliates

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

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