Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
This firm offers investment management, financial planning, family office, and retirement plan advisory services. The brochure does not include a specific AUM fee schedule. Financial planning is offered as a separate service. Clients should inquire directly about specific fees for services.
Areas of Practice
Advisor Information
Office location
501 S Cherry Street, Suite 510, Denver, CO, 80246
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No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Amy is a financial strategist/partner at Prism Financial Strategies, LLC and Prism Insurance Strategies since 2017, focusing on financial planning and product recommendations, dedicating about 10-20% of her time. She also owns rental properties since 2011, requiring minimal time, and is a financial strategist at Integrated Wealth Concepts, LLC (DBA: Prism Financial Strategies LLC) since May 2023, dedicating about two-thirds of her time.