FINANCIALLY SPEAKING INC
CRD #106255 SEC #801-38948 GREENWOOD VILLAGE, CO 303-290-0702
SEC Registered
Total AUM
$157.4M
Discretionary
$153.1M
Employees
5
Clients
101
Accounts
587
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $157.4M | $153.1M | $4.3M | 5 | 0 |
| Oct 2024 | $162M | $158.1M | $3.9M | 5 | 0 |
| Mar 2024 | $162M | $158.1M | $3.9M | 5 | 0 |
| Mar 2023 | $149.5M | $146.6M | $2.9M | 4 | 0 |
| Aug 2022 | $155.8M | $152.8M | $3M | 4 | 1 |
| Mar 2022 | $155.8M | $152.8M | $3M | 4 | 1 |
| Mar 2022 | $155.8M | $152.8M | $3M | 4 | 1 |
| Mar 2021 | $167.1M | $163.9M | $3.1M | 4 | 0 |
| May 2020 | $152.9M | $151.9M | $1M | 4 | 0 |
| Mar 2020 | $152.9M | $151.9M | $1M | 4 | 0 |
| Mar 2019 | $146.3M | $142.6M | $3.8M | 4 | 3 |
| Mar 2018 | $149.5M | $145.6M | $3.9M | 4 | 3 |
| Mar 2017 | $128.5M | $124.6M | $3.9M | 4 | 200 |
| Mar 2016 | $112.1M | $108.8M | $3.3M | 4 | 200 |
| Jan 2016 | $130.4M | $127.5M | $2.9M | 5 | 200 |
| Mar 2015 | $130.4M | $127.5M | $2.9M | 5 | 200 |
| Mar 2014 | $124.5M | $121.5M | $2.9M | 5 | 200 |
| Mar 2013 | $124.6M | $121.9M | $2.7M | 5 | 200 |
| Mar 2012 | $98.9M | $96.4M | $2.6M | 6 | 200 |
| Mar 2011 | $121M | $118M | $3M | 10 | -- |
| Mar 2007 | $132M | $128.6M | $3.4M | 10 | -- |
| Mar 2006 | $119.2M | $116.4M | $2.8M | 5 | -- |
| Mar 2006 | $119.2M | $116.4M | $2.8M | 5 | -- |
| Sep 2005 | $105M | $103M | $2M | 5 | -- |
| Jun 2004 | $82.7M | $80.9M | $1.8M | 5 | -- |
| Mar 2004 | $82.7M | $80.9M | $1.8M | 5 | -- |
| May 2002 | $48M | $48M | $0 | 5 | -- |
| Oct 2001 | $54M | $52.2M | $1.8M | 5 | -- |
DateMar 2025
Total AUM$157.4M
Discretionary$153.1M
Non-Disc.$4.3M
Employees5
Clients0
DateOct 2024
Total AUM$162M
Discretionary$158.1M
Non-Disc.$3.9M
Employees5
Clients0
DateMar 2024
Total AUM$162M
Discretionary$158.1M
Non-Disc.$3.9M
Employees5
Clients0
DateMar 2023
Total AUM$149.5M
Discretionary$146.6M
Non-Disc.$2.9M
Employees4
Clients0
DateAug 2022
Total AUM$155.8M
Discretionary$152.8M
Non-Disc.$3M
Employees4
Clients1
DateMar 2022
Total AUM$155.8M
Discretionary$152.8M
Non-Disc.$3M
Employees4
Clients1
DateMar 2022
Total AUM$155.8M
Discretionary$152.8M
Non-Disc.$3M
Employees4
Clients1
DateMar 2021
Total AUM$167.1M
Discretionary$163.9M
Non-Disc.$3.1M
Employees4
Clients0
DateMay 2020
Total AUM$152.9M
Discretionary$151.9M
Non-Disc.$1M
Employees4
Clients0
DateMar 2020
Total AUM$152.9M
Discretionary$151.9M
Non-Disc.$1M
Employees4
Clients0
DateMar 2019
Total AUM$146.3M
Discretionary$142.6M
Non-Disc.$3.8M
Employees4
Clients3
DateMar 2018
Total AUM$149.5M
Discretionary$145.6M
Non-Disc.$3.9M
Employees4
Clients3
DateMar 2017
Total AUM$128.5M
Discretionary$124.6M
Non-Disc.$3.9M
Employees4
Clients200
DateMar 2016
Total AUM$112.1M
Discretionary$108.8M
Non-Disc.$3.3M
Employees4
Clients200
DateJan 2016
Total AUM$130.4M
Discretionary$127.5M
Non-Disc.$2.9M
Employees5
Clients200
DateMar 2015
Total AUM$130.4M
Discretionary$127.5M
Non-Disc.$2.9M
Employees5
Clients200
DateMar 2014
Total AUM$124.5M
Discretionary$121.5M
Non-Disc.$2.9M
Employees5
Clients200
DateMar 2013
Total AUM$124.6M
Discretionary$121.9M
Non-Disc.$2.7M
Employees5
Clients200
DateMar 2012
Total AUM$98.9M
Discretionary$96.4M
Non-Disc.$2.6M
Employees6
Clients200
DateMar 2011
Total AUM$121M
Discretionary$118M
Non-Disc.$3M
Employees10
Clients--
DateMar 2007
Total AUM$132M
Discretionary$128.6M
Non-Disc.$3.4M
Employees10
Clients--
DateMar 2006
Total AUM$119.2M
Discretionary$116.4M
Non-Disc.$2.8M
Employees5
Clients--
DateMar 2006
Total AUM$119.2M
Discretionary$116.4M
Non-Disc.$2.8M
Employees5
Clients--
DateSep 2005
Total AUM$105M
Discretionary$103M
Non-Disc.$2M
Employees5
Clients--
DateJun 2004
Total AUM$82.7M
Discretionary$80.9M
Non-Disc.$1.8M
Employees5
Clients--
DateMar 2004
Total AUM$82.7M
Discretionary$80.9M
Non-Disc.$1.8M
Employees5
Clients--
DateMay 2002
Total AUM$48M
Discretionary$48M
Non-Disc.$0
Employees5
Clients--
DateOct 2001
Total AUM$54M
Discretionary$52.2M
Non-Disc.$1.8M
Employees5
Clients--