Overview
Assets Under Management: $156 million
Headquarters: CANON CITY, CO
High-Net-Worth Clients: 33
Average Client Assets: $2.4 million
Frequently Asked Questions
MUELLER FINANCIAL SOLUTIONS CO. 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 #113432), MUELLER FINANCIAL SOLUTIONS CO. is subject to fiduciary duty under federal law.
MUELLER FINANCIAL SOLUTIONS CO. is headquartered in CANON CITY, CO.
MUELLER FINANCIAL SOLUTIONS CO. serves 33 high-net-worth clients according to their SEC filing dated March 15, 2024. View client details ↓
According to their SEC Form ADV, MUELLER FINANCIAL SOLUTIONS CO. offers financial planning and portfolio management for individuals. View all service details ↓
MUELLER FINANCIAL SOLUTIONS CO. manages $156 million in client assets according to their SEC filing dated March 15, 2024.
According to their SEC Form ADV, MUELLER FINANCIAL SOLUTIONS CO. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 33
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.69%
Average Client Assets: $2.4 million
Total Client Accounts: 559
Discretionary Accounts: 547
Non-Discretionary Accounts: 12
Regulatory Filings
CRD Number: 113432
Filing ID: 1827025
Last Filing Date: 2024-03-15 13:40:00