Profiscal Wealth LLC
Firm details
- Headquarters
- Highlands Ranch, Colorado
- CRD number
- 339719
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Profiscal Wealth LLC operates as a limited liability company focused on providing financial planning and portfolio management services primarily for individuals and small businesses. The firm employs a fee structure that includes a percentage of assets under management, hourly charges, and fixed fees. While it does not actively engage in ESG investing, it is classified as a capital allocator and offers a range of advisory activities, including pension consulting and the selection of other advisers.
Assets & Accounts
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
Contacts
1 of 1
John Sardoni
Tax AdvisorCRD 5547283
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Highlands Ranch, CO
Douglas
Location
Highlands Ranch, CO
Headquartered in Highlands Ranch, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Douglas
- Address
- 1745 Shea Center Dr
- Time zone
- MT (UTC-7)
- Office locations
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