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Building 2FINANCIALLY SPEAKING INC

Map pinGREENWOOD VILLAGE, CO
Phone303-290-0702
NotebookSEC #801-38948
Total AUM
$164.8M
Employees
5
Clients
295

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5889 GREENWOOD PLAZA BLVD
SUITE 400
GREENWOOD VILLAGE
CO 80111
United States
Operating Hours
8:30A.M.-4:30P.M.
Monday - Friday
Phone
303-290-0702

ReceiptFinancials

Total AUM
$164.8M
Accounts
595
Discretionary
$160.3M
Accounts
587
Non-Discretionary
$4.4M
Accounts
8

ContactClients

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Individual Clients
295
AUM
$164.8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CO

HandshakeAffiliates

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

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