Overview
Assets Under Management: $283 million
Headquarters: FORT COLLINS, CO
High-Net-Worth Clients: 91
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 91
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.25
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 625
Discretionary Accounts: 623
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 304084
Last Filing Date: 2025-03-03 00:00:00
Website: https://theoryfinance.com