FINANCIAL PLANNING FORT COLLINS, LLC
Legal name: FPFOCO
CRD #283890 SEC #801-130854 FORT COLLINS, CO 970-225-0504
SEC Registered
Total AUM
$110M
Discretionary
$108.7M
Employees
4
Clients
101
Accounts
436
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $110M | $108.7M | $1.3M | 4 | 5 |
| Feb 2025 | $110M | $108.7M | $1.3M | 4 | 5 |
| Oct 2024 | $101.5M | $100.3M | $1.2M | 3 | 15 |
| Jul 2024 | $101.5M | $100.3M | $1.2M | 3 | 15 |
| Jul 2024 | $101.5M | $100.3M | $1.2M | 3 | 15 |
DateOct 2025
Total AUM$110M
Discretionary$108.7M
Non-Disc.$1.3M
Employees4
Clients5
DateFeb 2025
Total AUM$110M
Discretionary$108.7M
Non-Disc.$1.3M
Employees4
Clients5
DateOct 2024
Total AUM$101.5M
Discretionary$100.3M
Non-Disc.$1.2M
Employees3
Clients15
DateJul 2024
Total AUM$101.5M
Discretionary$100.3M
Non-Disc.$1.2M
Employees3
Clients15
DateJul 2024
Total AUM$101.5M
Discretionary$100.3M
Non-Disc.$1.2M
Employees3
Clients15