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Building 2PLANNED FUTURES FINANCIAL GROUP

Map pinCOLORADO SPRINGS, CO
Phone719-578-8855
NotebookSEC #801-40165
Total AUM
$23.3M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1031 N. WEBER STREET
COLORADO SPRINGS
CO 80903
United States
Operating Hours
8:00 A.M. TO 2:30 P.M.
Monday - Friday
Phone
719-578-8855

ReceiptFinancials

Total AUM
$23.3M
Accounts
191
Discretionary
$20.1M
Accounts
145
Non-Discretionary
$3.2M
Accounts
46

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges 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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