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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