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Building 2WELCH FINANCIAL PLANNING, LLC

Map pinBOULDER, CO
Phone303-939-8766
NotebookSEC #801-129411
Total AUM
$198.1M
Employees
6
Clients
157

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1790 38TH ST
STE. 205
BOULDER
CO 80301-2600
United States
Operating Hours
8:00 A.M - 4:00 P.M.
Monday - Friday
Phone
303-939-8766

ReceiptFinancials

Total AUM
$198.1M
Accounts
514
Discretionary
$198.1M
Accounts
514
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
103
AUM
$55.5M
HNW Individual Clients
54
AUM
$142.6M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLLA

HandshakeAffiliates

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

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