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WHIPPLEWOOD ADVISORS, LLC
11852 Shaffer Drive
Building B
Littleton, Colorado 80127
Tel: 303-989-7600
About WHIPPLEWOOD ADVISORS, LLC
WHIPPLEWOOD ADVISORS, LLC, formally registered with the SEC as WHIPPLEWOOD ADVISORS, LLC. The firm was established in 10/02/2020. They have over 1 offices throughout the country.
WHIPPLEWOOD ADVISORS, LLC is a Littleton, Colorado based Financial Planning firm with nearly $267,381,182 assets under management, offering retirement planning & investment advisory services to 349 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 282860 |
| SEC# | 801-119590 |
| Assets Managed by Firm | $267,381,182 |
| No. of Clients | 349 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 349 | $267,381,182 |
| Individuals (other than high net worth individuals) | 90 | $34,271,520 |
| High net worth individuals | 38 | $232,506,481 |
| Charitable organizations | 7 | $603,181 |
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|---|---|---|---|
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