Overview
Assets Under Management: $157 million
Headquarters: GREENWOOD VILLAGE, CO
High-Net-Worth Clients: 3
Average Client Assets: $52 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $52 million
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