SEC Form ADV

FINANCIALLY SPEAKING INC

Registered Investment AdviserCO
$164.8M
Assets Under Management
595
Total Clients
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Registration Details

Accession
CRD-106255
Location
GREENWOOD VILLAGE, CO
Filing Date
March 24, 2026
AUM
$164.8M
Total Clients
595
Amendment
No

About this Adviser

FINANCIALLY SPEAKING INC is a registered investment adviser headquartered in GREENWOOD VILLAGE, CO, managing approximately $164.8M in assets across 595 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.