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Building 2NEAL L. CRESWELL, CHARTERED FINANCIAL CONSULTANT(CHFC), LTD.

Map pinLAKEWOOD, CO
Phone303-987-0847
NotebookSEC #801-25559
Total AUM
$3.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10881 WEST ASBURY AVENUE SUITE 230
LAKEWOOD
CO 80227
USA
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
303-987-0847

ReceiptFinancials

Total AUM
$3.6M
Accounts
6
Discretionary
$0
Accounts
0
Non-Discretionary
$3.6M
Accounts
6

ContactClients

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None reported

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

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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