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FI401K ADVISORS
6041 South Syracuse Way
Ste 200
Greenwood Village, Colorado 80111
Tel: 303-495-5890
About FI401K ADVISORS
FI401K ADVISORS, formally registered with the SEC as FI401K ADVISORS. The firm was established in 04/22/2016. They have over 1 offices throughout the country.
FI401K ADVISORS is a Greenwood Village, Colorado based Financial Planning firm with nearly $849,723,671 assets under management, offering retirement planning & investment advisory services to 338 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 168408 |
| SEC# | 801-107736 |
| Assets Managed by Firm | $849,723,671 |
| No. of Clients | 338 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 338 | $849,723,671 |
| Pension and profit sharing plans | 338 | $849,723,671 |
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