Overview
Assets Under Management: $556 million
Headquarters: LAKEWOOD, CO
High-Net-Worth Clients: 5
Average Client Assets: $43 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 5
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 39.09
Average High-Net-Worth Client Assets: $43 million
Total Client Accounts: 2,578
Discretionary Accounts: 2,578
Regulatory Filings
CRD Number: 116570
Filing ID: 1997425
Last Filing Date: 2025-06-13 11:36:00
Website: https://fsm-inc.com