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Financial Planning Fort Collins, LLC

● SEC registered since 2024CRD 283890SEC# 801-130854Fort Collins, CO
Export (members)
Reg. AUM
$110M
Employees
4
Accounts
436
Location
Fort Collins, CO

Financial Planning Fort Collins, LLC assets under management

Financial Planning Fort Collins, LLC operates as an SEC-registered investment adviser based in Fort Collins, CO. The firm has been registered since 2024. It reports $110 million in regulatory assets under management and employs 4 people.
www.facebook.com/fpfocoView on SEC.gov ↗

Financial Planning Fort Collins, LLC owners & executives

2 reported
NameTitleOwnershipSince
Jason Samuel Speciner ControlPresident / Cco / IarOver 75%2014
Regina Marie NeenanVoting Member, ShareholderUnder 5%2021

Frequently asked questions

How much does Financial Planning Fort Collins, LLC manage?

Financial Planning Fort Collins, LLC reports $110 million in regulatory assets under management on its Form ADV.

How many employees does Financial Planning Fort Collins, LLC have?

Financial Planning Fort Collins, LLC reports 4 employees.

Where is Financial Planning Fort Collins, LLC located?

Financial Planning Fort Collins, LLC is based in Fort Collins, CO and has been SEC-registered since 2024.

Does Financial Planning Fort Collins, LLC disclose fund performance?

Financial Planning Fort Collins, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address375 E. Horsetooth Rd., Bldg. 3, Ste. 203, Fort Collins, CO 80525-3197
Phone970-225-0504
Fax970-658-0050
Office hoursBy Appt Only
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$108.7M
Non-discretionary$1.3M
Total (RAUM)$110M