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FI401K ADVISORS

FI401K ADVISORS, LLC

CRD 168408 · SEC 801-107736

Visit website

9137 EAST MINERAL CIRCLE, SUITE 210, CENTENNIAL, CO, 80112, United States

Phone

303-495-5890

Fax

303-495-5921

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$915.0M

Discretionary AUM

$681.4M

Team

2 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-01-30

Disciplinary history

Yes

Services

Pension consulting

Client types

TypeClientsAUM
Pension/profit sharing plans305$915.0M

States served

CA, CO, GA, IL, LA, MD, MA, MI, MN, NV, NJ, NY, NC, OH, PA, VA, WI, MO, WA, TX, CT, FL

All web addresses on file

Official SEC filing: View on IAPD