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THEORY FINANCIAL
2580 Harmony Road, Suite 201
Fort Collins, Colorado 80528
Tel: 970-305-4649
About THEORY FINANCIAL
THEORY FINANCIAL, formally registered with the SEC as THEORY FINANCIAL. The firm was established in 09/22/2021. They have over 2 offices throughout the country.
THEORY FINANCIAL is a Fort Collins, Colorado based Financial Planning firm with nearly $282,840,843 assets under management, offering retirement planning & investment advisory services to 625 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 304084 |
| SEC# | 801-122366 |
| Assets Managed by Firm | $282,840,843 |
| No. of Clients | 625 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 625 | $282,840,843 |
| Individuals (other than high net worth individuals) | 145 | $67,188,155 |
| High net worth individuals | 91 | $215,652,688 |
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