2580 Harmony Road, Suite 201
Fort Collins, Colorado 80528
Tel: 970-305-4649
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 $177,140,372 assets under management, offering retirement planning & investment advisory services to 482 clients. The firm is staffed with 3 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 304084 |
SEC# | 801-122366 |
Assets Managed by Firm | $177,140,372 |
No. of Clients | 482 |
No. of Advisors | 3 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 482 | $177,140,372 |
Individuals (other than high net worth individuals) | 117 | $44,704,216 |
High net worth individuals | 70 | $132,436,156 |
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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