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Building 2FPFOCO

Map pinFORT COLLINS, CO
Phone970-225-0504
NotebookSEC #801-130854
Total AUM
$151.7M
Employees
4
Clients
119

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
375 E. HORSETOOTH RD.
BLDG. 3, STE. 203
FORT COLLINS
CO 80525-3197
United States
Operating Hours
BY APPT ONLY
BY APPT ONLY
Phone
970-225-0504

ReceiptFinancials

Total AUM
$151.7M
Accounts
471
Discretionary
$150.2M
Accounts
469
Non-Discretionary
$1.5M
Accounts
2

ContactClients

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Individual Clients
78
AUM
$40.1M
HNW Individual Clients
41
AUM
$111.6M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOLAORTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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