THEORY FINANCIAL LLC
Doing business as THEORY FINANCIAL. SEC Form ADV profile.
Total regulatory AUM
$319,240,651
Discretionary
$315,370,952
Non-discretionary
$3,869,699
Firm details
- CRD number
- 304084
- SEC file number
- 801-122366
- Main office
- FORT COLLINS, CO, United States
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of October 2026.