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FINANCIALLY SPEAKING INC

Tel: 303-290-0702
5889 Greenwood Plaza Blvd
Suite 400
Greenwood Village, Colorado  80111

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FINANCIALLY SPEAKING INC

FINANCIALLY SPEAKING INC is a Greenwood Village, Colorado based financial advisory firm with nearly $162,017,288 in assets under management and provides investment advisory services for 609 clients. There are currently 5 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Education seminars/workshops

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

106255

SEC#:

801-38948

No. of Clients:

609

Assets under Management

$162,017,288

No. of Advisors:

5

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