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FINANCIAL ACTION, INC.

SEC Form ADV profile.

Total regulatory AUM
$100,278,633
Discretionary
$99,691,086
Non-discretionary
$587,547

Firm details

CRD number
140285
SEC file number
801-135990
Main office
MONUMENT, CO, United States
Employees
6
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.