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DOWNSHIFT FINANCIAL

DOWNSHIFT FINANCIAL, LLC

CRD 314068 · SEC 801-131232

Visit website

CA, United States

Phone

(720) 515-0564

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$214.7M

Discretionary AUM

$211.8M

Team

3 total employees; 3 advisory reps; 16 broker-dealer reps

Clients

11-25

Fees

Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-19

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
High net worth individuals81$214.4M

States served

CA, CO, VA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD