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Building 2PLANWISER FINANCIAL

Map pinCOLORADO SPRINGS, CO
Phone719-822-0808
NotebookSEC #801-130873
Total AUM
$169.1M
Employees
4
Clients
224

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3710 SINTON ROAD
SUITE 100
COLORADO SPRINGS
CO 80907
United States
Operating Hours
8AM-4:30PM
Monday - Friday
Phone
719-822-0808

ReceiptFinancials

Total AUM
$169.1M
Accounts
887
Discretionary
$157.8M
Accounts
878
Non-Discretionary
$11.4M
Accounts
9

ContactClients

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Individual Clients
164
AUM
$73.4M
HNW Individual Clients
47
AUM
$78M
Pension/Profit Sharing Plan Clients
9
AUM
$11.4M
Corporation or Business Clients
4
AUM
$6.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLLAMANETXVA

HandshakeAffiliates

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

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