Also known as theory financial
Theory Financial is an SEC-registered investment adviser based in Fort Collins, Colorado, founded in 2019. It reports about $319 million in assets under management. The firm is led by CFP professionals, including its CEO and chief compliance officer, along with advisors who hold ChFC and CLU designations. It provides personalized financial planning and investment advice to individual clients, and files Form ADV and Form CRS disclosures as a registered adviser.
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Theory Financial is a wealth manager based in Fort Collins, United States, managing approximately $319M in assets.
Theory Financial is headquartered in Fort Collins, United States.
Theory Financial manages approximately $319M in assets under management.
Theory Financial was founded in 2019.
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