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Building 2STAIB FINANCIAL PLANNING, LLC

Map pin
Phone303-887-9633
NotebookSEC #801-135285
Total AUM
$118M
Employees
1
Clients
53

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8AM - 5PM
BY APPOINTMENT
Phone
303-887-9633

ReceiptFinancials

Total AUM
$118M
Accounts
275
Discretionary
$118M
Accounts
275
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
9
AUM
$6.6M
HNW Individual Clients
44
AUM
$111.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
COTX

HandshakeAffiliates

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

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