13570 Meadowgrass Dr.
Ste. 100
Colorado Springs, Colorado 80921
Tel: 719-466-5631
ACCELERATED WEALTH ADVISORS LLC, formally registered with the SEC as ACCELERATED WEALTH ADVISORS LLC. The firm was established in 11/10/2016. They have over 3 offices throughout the country.
ACCELERATED WEALTH ADVISORS LLC is a Colorado Springs, Colorado based Financial Planning firm with nearly $216,898,385 assets under management, offering retirement planning & investment advisory services to 2234 clients. The firm is staffed with 17 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 170022 |
SEC# | 801-108636 |
Assets Managed by Firm | $216,898,385 |
No. of Clients | 2234 |
No. of Advisors | 17 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 2234 | $216,898,385 |
Individuals (other than high net worth individuals) | 314 | $125,402,847 |
High net worth individuals | 36 | $74,199,145 |
Corporations or other businesses | 2 | $1,796,393 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$239,345,489,058 | 6602 | 978 | |
$134,279,160,181 | 188739 | 766 | |
$81,139,239,094 | 82 | 81 | |
$65,938,129,807 | 135 | 60 | |
$64,880,528,684 | 154 | 305 |
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