Financially Speaking Inc
Firm details
- Headquarters
- Greenwood Village, Colorado
- CRD number
- 106255
- Registered since
- June 6, 1991
- Website
- financiallyspeakinginc.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Financially Speaking Inc. is an independent, privately owned registered investment adviser that has been SEC registered since 1991. The firm serves individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. Its fee model combines asset-based fees and fixed fees. The firm does not market itself as an ESG investor, is not a multi-state adviser for filing purposes, and is not a capital allocator.
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 Equities78%
- Public Funds/Mutual Funds14%
- Cash & Cash Equivalents8%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 42Active vs passive
$117M in ETFs
64%
$74.6M
32%
$42.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ROUNDHILL MAGNIFICENT SEVEN ETF (MAGS) | Active | Technology | $25.6M | 357,026 | 21.83% |
Location
Greenwood Village, CO
Arapahoe
Location
Greenwood Village, CO
Headquartered in Greenwood Village, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Arapahoe
- Address
- 5889 Greenwood Plaza Blvd
- Time zone
- MT (UTC-7)
- Office locations
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