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ADELMANN FINANCIAL, INC.
CRD 114825 · SEC 801-69390
1295 KELLY JOHNSON BLVD., SUITE 200, COLORADO SPRINGS, CO, 80920, United States
Phone
719-599-7374
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$105.9M
Discretionary AUM
$99.0M
Team
3 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 97 | $41.5M |
| High net worth individuals | 29 | $63.7M |
| Charitable organizations | 1 | $625K |
All web addresses on file
Official SEC filing: View on IAPD