RIA Intel›Advisers›Colorado›FINANCIALLY SPEAKING INC

FINANCIALLY SPEAKING INC

Advisory

N·GREENWOOD VILLAGE, CO

Data as of Mar 24, 2026 · Source: SEC Form ADV

Total AUM
$165M
1-Year AUM Growth
0.0%
3-Year CAGR
-0.9%
Employees
3
Assets Under Management
Total AUM$165M
Discretionary AUM$160M
Non-Discretionary AUM$4M
Discretionary %97.3%
Total Clients293
Team
Total Employees3
Investment Advisers5
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record36
First FilingFeb 6, 2001
Latest FilingMar 24, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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