RIA Intel›Advisers›Colorado›SALIDA FINANCIAL ADVICE AND PLANNING LLC

SALIDA FINANCIAL ADVICE AND PLANNING LLC

Advisory

SALIDA, CO

Data as of May 6, 2026 · Source: SEC Form ADV

Average account

$775K

across 21 accounts

Source: SEC Form ADV. Figures as filed May 6, 2026.

Total AUM

$16M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

0

Assets Under Management

Total AUM$16M

Discretionary AUM$0

Non-Discretionary AUM$16M

Discretionary %0%

Total Clients20

Team

Total Employees0

Investment Advisers0

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

20 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in CO

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

SWEATER INDUSTRIES LLC

$16M

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$16M

HAHN FINANCIAL SERVICES, LLC

$16M

RESET FINANCIAL PLANNING LLC

FORT COLLINS, CO

$16M

LEGACY FINANCIAL, LTD

$17M

SOBEL FINANCIAL LLC

$17M

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