FINANCIALLY SPEAKING INC

5889 Greenwood Plaza Blvd
Suite 400
Greenwood Village, Colorado 80111
Tel: 303-290-0702

About FINANCIALLY SPEAKING INC

FINANCIALLY SPEAKING INC, formally registered with the SEC as FINANCIALLY SPEAKING INC. The firm was established in 06/06/1991. They have over 1 offices throughout the country.

FINANCIALLY SPEAKING INC is a Greenwood Village, Colorado based Financial Planning firm with nearly $162,017,288 assets under management, offering retirement planning & investment advisory services to 609 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106255
SEC#	801-38948
Assets Managed by Firm	$162,017,288
No. of Clients	609
No. of Advisors	5

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	609	$162,017,288
Individuals (other than high net worth individuals)	293	$162,017,288

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TRANSAMERICA ASSET MANAGEMENT, INC. 1801 California Street, Suite 5200 Denver, CO, 80202	$65,938,129,807	135	60
EMPOWER CAPITAL MANAGEMENT, LLC 8515 East Orchard Road 2t3 Greenwood Village, CO, 80111	$64,880,528,684	154	305
ALPS ADVISORS, INC. 1290 Broadway Suite 1000 Denver, CO, 80203	$24,019,792,910	7	64

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