PLANWISER FINANCIAL
Tel: 719-822-0808 620 S Cascade Ave Suite 300 Colorado Springs, Colorado 80903
About PLANWISER FINANCIAL
PLANWISER FINANCIAL is a Colorado Springs, Colorado based financial advisory firm with nearly $137,234,233 in assets under management and provides investment advisory services for 800 clients. There are currently 2 financial advisors at the firm.
General Information
Firm CRD#:
331675
Firm SEC#:
801-130873
Assets Under Management:
$137,234,233
No. of Clients:
800
No. of Advisors:
2
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
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