Overview
Assets Under Management: $157 million
Headquarters: GREENWOOD VILLAGE, CO
Frequently Asked Questions
FINANCIALLY SPEAKING INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #106255), FINANCIALLY SPEAKING INC is subject to fiduciary duty under federal law.
FINANCIALLY SPEAKING INC is headquartered in GREENWOOD VILLAGE, CO.
According to their SEC Form ADV, FINANCIALLY SPEAKING INC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
FINANCIALLY SPEAKING INC manages $157 million in client assets according to their SEC filing dated March 25, 2025.
According to their SEC Form ADV, FINANCIALLY SPEAKING INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Total Client Accounts: 587
Discretionary Accounts: 576
Non-Discretionary Accounts: 11
Regulatory Filings
CRD Number: 106255
Filing ID: 1960307
Last Filing Date: 2025-03-25 13:47:00
Website: https://financiallyspeakinginc.com