FFG Retirement Counseling
Firm details
- Headquarters
- Centennial, Colorado
- CRD number
- 308305
- Registered since
- September 2, 2020
- Website
- www.ffgretirement.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI85.59%
- Individuals14.41%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
FFG Retirement Counseling is an independent LLC registered with the SEC in 2020 that provides financial planning and portfolio management primarily for individuals, families and small-business owners. The firm operates on a fee model that combines a percentage of assets under management with fixed fees. Its advisory focus centers on customized planning and discretionary portfolio oversight rather than serving as a multi-state or institutional pension consultant. The firm does not identify as an active ESG investor and is not structured as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Public Funds/Mutual Funds10%
- Cash & Cash Equivalents10%
Owners & executives
1 of 1
Sean O'reilly
COOCRD 3241237
Contacts
1 of 1
Blake Barnett
Senior PlannerCRD 5713662
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 42Active vs passive
$216M in ETFs
35%
$76.4M
22%
$139M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $18.7M | 208,062 | 8.65% |
Location
Centennial, CO
Arapahoe
Location
Centennial, CO
Headquartered in Centennial, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Arapahoe
- Address
- 5975 S Quebec St
- Time zone
- MT (UTC-7)
- Office locations
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