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 $304,773,921 assets under management, offering retirement planning & investment advisory services to 1953 clients. The firm is staffed with 22 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 170022 |
SEC# | 801-108636 |
Assets Managed by Firm | $304,773,921 |
No. of Clients | 1953 |
No. of Advisors | 22 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1953 | $304,773,921 |
Individuals (other than high net worth individuals) | 559 | $144,856,606 |
High net worth individuals | 153 | $158,857,872 |
Charitable organizations | Fewer than 5 clients | $1,059,443 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$203,245,721,760 | 6667 | 1061 | |
$116,213,253,377 | 236022 | 874 | |
$64,938,342,319 | 89 | 78 | |
$63,514,278,950 | 136 | 59 | |
$54,431,410,714 | 101 | 260 |
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