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Home > Retirement Planners > texas > the woodlands > WEALTH MANAGEMENT CONSULTANTS COLORADO, LLC
WEALTH MANAGEMENT CONSULTANTS COLORADO, LLC
21 Waterway Avenue
Suite 300
The Woodlands, Texas 77380
Tel: 720-938-6436
About WEALTH MANAGEMENT CONSULTANTS COLORADO, LLC
WEALTH MANAGEMENT CONSULTANTS COLORADO, LLC, formally registered with the SEC as WEALTH MANAGEMENT CONSULTANTS COLORADO, LLC. The firm was established in 03/01/2016. They have over 1 offices throughout the country.
WEALTH MANAGEMENT CONSULTANTS COLORADO, LLC is a The Woodlands, Texas based Financial Planning firm with nearly $292,231,387 assets under management, offering retirement planning & investment advisory services to 180 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 226545 |
| SEC# | 801-107347 |
| Assets Managed by Firm | $292,231,387 |
| No. of Clients | 180 |
| No. of Advisors | 2 |
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 | 180 | $292,231,387 |
| Individuals (other than high net worth individuals) | 6 | $1,917,677 |
| High net worth individuals | 40 | $290,313,710 |
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