CAPITAL FINANCIAL GROUP, INC.
Littleton, CO
AUM
$237.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM
303-629-7500
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in CO, LITTLETON
4 advisers found
SUMMITPOINT CAPITAL MANAGEMENT
Littleton, CO
AUM
$132.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
7207439440
SPRINKLE FINANCIAL CONSULTANTS LLC
Littleton, CO
AUM
$926.1M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(303) 297-2185
Full profileNo website
WHIPPLEWOOD ADVISORS, LLC
Littleton, CO
AUM
$324.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
303-551-8016
Full profileNo website