SEASON INVESTMENTS, LLC

620 N Tejon Street
Suite 202
Colorado Springs, Colorado 80903
Tel: 719-528-8400

About SEASON INVESTMENTS, LLC

SEASON INVESTMENTS, LLC, formally registered with the SEC as SEASON INVESTMENTS, LLC. The firm was established in 06/12/2020. They have over 1 offices throughout the country.

SEASON INVESTMENTS, LLC is a Colorado Springs, Colorado based Financial Planning firm with nearly $158,520,517 assets under management, offering retirement planning & investment advisory services to 289 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	158070
SEC#	801-118924
Assets Managed by Firm	$158,520,517
No. of Clients	289
No. of Advisors	5

Fee Structure

A Percentage of AUM
Fixed Fees
Performance Based

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for pooled Investment
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	289	$158,520,517
Individuals (other than high net worth individuals)	41	$17,603,425
High net worth individuals	42	$81,301,326
Charitable organizations	Fewer than 5 clients	$394,567
Corporations or other businesses	Fewer than 5 clients	$2,387,930

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