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FINANCIALLY SPEAKING INC

CRD 106255 · SEC 801-38948

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5889 GREENWOOD PLAZA BLVD, SUITE 400, GREENWOOD VILLAGE, CO, 80111, United States

Phone

303-290-0702

Fax

303-290-6581

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$164.8M

Discretionary AUM

$160.3M

Team

5 total employees; 3 advisory reps

Clients

101-250

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-03-24

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Educational seminars

Client types

TypeClientsAUM
Individuals295$164.8M

States served

CO

All web addresses on file

Official SEC filing: View on IAPD