Financially Speaking Inc
Greenwood Village, Colorado
5.0
1 Review
Financially Speaking Inc, based in Greenwood Village, CO, is a reputable investment advisory firm that caters to over 300 individual clients. With assets under management exceeding $149,504,000, the firm is well-positioned to offer comprehensive financial solutions. Specializing in employer 401K plans and individual investments, Financially Speaking Inc boasts an impressive track record, with over 80% of their managed assets falling under these categories. With an office in Greenwood Village, Financially Speaking Inc is conveniently located to serve their diverse clientele. Their team of four dedicated professionals, including tw...
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Assets Under Mgmt

$149.5M

Investment Professionals

2

Locations

0

% 401K & Individual

100%

% Discretionary

98%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Educational seminars/workshops
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.