FINANCIALLY SPEAKING INC
SEC Form ADV profile.
Total regulatory AUM
$164,782,668
Discretionary
$160,335,631
Non-discretionary
$4,447,037
Firm details
- CRD number
- 106255
- SEC file number
- 801-38948
- Main office
- GREENWOOD VILLAGE, CO, United States
- Employees
- 5
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.