← Back to searchVisit website
PRIORITY FINANCIAL PARTNERS
PRIORITY FINANCIAL PLANNING, LLC
CRD 165806
1309 E. 3RD AVE, UNIT 112, DURANGO, CO, 81301, United States
Phone
(970) 880-9577
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$100.7M
Discretionary AUM
$100.7M
Team
4 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 36 | $16.8M |
| High net worth individuals | 44 | $83.7M |
| Charitable organizations | 4 | $279K |
All web addresses on file
Official SEC filing: View on IAPD