← Back to search
SAMPLE FINANCIAL ADVISERS, LLC
CRD 284700
4025 AUTOMATION WAY, #D1, FORT COLLINS, CO, 80525, United States
Phone
970-691-5863
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$21.1M
Discretionary AUM
$21.1M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 75 | $13.6M |
| High net worth individuals | 2 | $7.5M |
Official SEC filing: View on IAPD