Overview
Assets Under Management: $205 million
Headquarters: GREENWOOD VILLAGE, CO
High-Net-Worth Clients: 57
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 57
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.27
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 655
Discretionary Accounts: 603
Non-Discretionary Accounts: 52
Regulatory Filings
CRD Number: 111709
Last Filing Date: 2025-02-13 00:00:00
Website: https://cfgfinancialplanning.com