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, SEC-registered RIA organized as an LLC and registered in 2020. The firm serves individual and family clients with a mix of financial planning and portfolio management services, and it charges both asset-based fees and fixed fees. It is not positioned as a capital allocator or pension consultant, does not identify as an active ESG investor, and operates as a single-state adviser rather than a multi-state or related-adviser network.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 46Active vs passive
$209M in ETFs
51%
$106M
26%
$103M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $10.1M | 115,034 | 4.85% |
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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