RIA Intel›Advisers›Colorado›BECKMANN & COMPANY, LLC

BECKMANN & COMPANY, LLC

Advisory

CO

Data as of Jul 20, 2026 · Source: SEC Form ADV

Average account
$79K
across 67 accounts
AUM per adviser
$5M
1 adviser

Source: SEC Form ADV. Figures as filed Jul 20, 2026.

Total AUM
$5M
Discretionary %
100%
Clients
27
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$5M
Discretionary AUM$5M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients27
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCO
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CO

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

WOOLLY MAMMOTH, LLC
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METIS WEALTH MANAGEMENT, LLC
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0.0% 1Y
WOODBOURNE INVESTMENT MANAGEMENT LLC
BOULDER, CO
$5M
-95.3% 1Y
ASPIRED WEALTH PLANNING LLC
$5M
CARRIERE FINANCIAL PLANNING LLC
$5M

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