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 registered investment adviser operating since 1991 and owned by an individual. The firm serves primarily individual and family clients, combining portfolio management and financial planning with educational seminars and workshops. Its compensation model mixes percentage-of-AUM fees with fixed-fee engagements. Financially Speaking Inc. does not position itself as a capital allocator, is not a multi-state adviser, and does not market itself as an active ESG investor.
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%
Contacts
3 of 3
Philip Luccock
OwnerCRD 1212096
Stacy Myers
Principal & Financial PlannerCRD 4930086
Daniel Luccock
PrincipalCRD 5504489
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 22Active vs passive
$16.4M in ETFs
53%
$8.7M
47%
$7.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN ULTRA-SHORT INCOME ETF (JPST) | JP Morgan | Active | Ultrashort Bond | $7.5M | 149,073 | 46.07% |
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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