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BETTER POCKETS FINANCIAL
BETTER POCKETS FINANCIAL LLC
CRD 317366
242 LINDEN ST, 1ST FLOOR, FORT COLLINS, CO, 80524, United States
Phone
9707161233
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$8.3M
Discretionary AUM
$7.3M
Team
5 total employees; 5 advisory reps; 35 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 36 | $7.4M |
| Pension/profit sharing plans | 5 | $972K |
All web addresses on file
- https://www.facebook.com/people/Better-Pockets-Financial/61578501536777/
- https://www.betterpocketsfinancial.com
- https://linkedin.com/company/better-pockets-financial
- https://linkedin.com/in/clinton-edgar
- https://www.youtube.com/@betterpocketsfinancial
- https://linkedin.com/in/joshuawnewell
- https://www.linkedin.com/in/sarahlassberg/
- https://facebook.com/betterpocketstexas
- https://www.linkedin.com/in/james-suttles-001/
- https://www.linkedin.com/in/steven-munoz-07124918
Official SEC filing: View on IAPD