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Building 2THE RETIREMENT PLANNING SPECIALISTS, LLC

Map pinGREENWOOD VILLAGE, CO
Phone303-771-3088
NotebookSEC #801-71446
Total AUM
$76M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5460 S. QUEBEC ST
SUITE 220
GREENWOOD VILLAGE
CO 80111
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
303-771-3088

ReceiptFinancials

Total AUM
$76M
Accounts
540
Discretionary
$76M
Accounts
540
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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