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Building 2FINANCIAL ACTION, INC.

Map pinMONUMENT, CO
Phone719-357-7189
NotebookSEC #801-135990
Total AUM
$100.3M
Employees
6
Clients
479

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
283 WASHINGTON ST
MONUMENT
CO 80132
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
719-357-7189

ReceiptFinancials

Total AUM
$100.3M
Accounts
1,047
Discretionary
$99.7M
Accounts
1,044
Non-Discretionary
$587.5K
Accounts
3

ContactClients

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Individual Clients
432
AUM
$82.4M
HNW Individual Clients
32
AUM
$17.7M
Corporation or Business Clients
15
AUM
$177.7K

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
COFLLATX

HandshakeAffiliates

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

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