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FULL FINANCIAL INC.
CRD 330574 · SEC 801-129858
CO, United States
Phone
800-871-FULL
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$290.0M
Discretionary AUM
$262.4M
Team
2 total employees; 2 advisory reps; 265 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 205 | $73.0M |
| High net worth individuals | 54 | $185.0M |
| Pension/profit sharing plans | 5 | $27.5M |
States served
CO, NM, TX
All web addresses on file
Official SEC filing: View on IAPD