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THEORY FINANCIAL

THEORY FINANCIAL LLC

CRD 304084 · SEC 801-122366

Visit website

2580 HARMONY ROAD, SUITE 201, FORT COLLINS, CO, 80528, United States

Phone

970-305-4649

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$319.2M

Discretionary AUM

$315.4M

Team

3 total employees; 3 advisory reps

Clients

0

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-04

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals146$63.8M
High net worth individuals106$255.4M

States served

CO, WY, TX

All web addresses on file

Official SEC filing: View on IAPD