RIA Intel›Advisers›Colorado›BASKIN FINANCIAL PLANNING LLC

BASKIN FINANCIAL PLANNING LLC

Advisory

CO

Data as of Feb 17, 2026 · Source: SEC Form ADV

Average account
$92K
across 320 accounts
AUM per adviser
$29M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 17, 2026.

Total AUM
$29M
Discretionary %
100%
Clients
52
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$29M
Discretionary AUM$29M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients52
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCO, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CO

Closest by assets under management. All figures from Form ADV.

YIELD MANAGEMENT CO LLC
DENVER, CO
$29M
-43.2% 1Y
MOUNTAINAIRE FINANCIAL STRATEGIES LLC
$30M
THE HORST GROUP, LLC
$29M
STEBBINS & ASSOCIATES LLC
BOULDER, CO
$30M
-11.2% 1Y
STURNIOLO JOSEPH S & ASSOCIATES INC
DENVER, CO
$29M
-42.3% 1Y
GATEWAY FINANCIAL STRATEGIES LLC
ERIE, CO
$30M
-6.5% 1Y

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