RIA Intel›Advisers›Colorado›SAMPLE FINANCIAL SOLUTIONS, LLC

SAMPLE FINANCIAL SOLUTIONS, LLC

Advisory

Data as of Mar 3, 2026 · Source: SEC Form ADV

Average account

$310K

across 89 accounts

AUM per adviser

$28M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 3, 2026.

Total AUM

$28M

Discretionary %

100%

Clients

25

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$28M

Discretionary AUM$28M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients25

Team

Total Employees1

Investment Advisers1

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

25 clients

5 high-net-worth

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.

AFGO, INC.

$28M

BURROS WEALTH MANAGEMENT, LLC

DENVER, CO

$27M

+0.3% 1Y

WEALTH ACUMEN, INC.

$27M

NETWIDE CAPITAL, LLC

BOULDER, CO

$28M

0.0% 1Y

CORDILLERA ASSET MANAGEMENT

WHEAT RIDGE, CO

$27M

-53.1% 1Y

DENDRITE CAPITAL, LLC

$27M

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