Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
215 advisors
Number of Clients
5,921 clients
Average Client Portfolio
$326.7M average
Assets Under Management
$1934.2B

Fee Structure

This firm manages investments for institutions and individuals. The brochure does not include a specific fee schedule or mention minimum account sizes. Contact the firm directly for detailed fee information.

Areas of Practice
Investment ManagementRetirement Planning
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Advisor Information

Office location

2220 Briargate Parkway, Colorado Springs, CO, 80920

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
T. Rowe Price Associates, INC.
December 2024 - Present · 1 yr 1 mo
T. Rowe Price Investment Services, INC.Broker
December 2024 - Present · 1 yr 1 mo
T. Rowe Price Investment Services, INC.
December 2024 - Present · 1 yr 1 mo
Previous Registrations
The Ameriflex Group
November 2023 - November 2024 · 1 yr
Osaic Wealth, INC. Broker
November 2023 - November 2024 · 1 yr
Fisher Investments
July 2022 - November 2023 · 1 yr 4 mos
Charles Schwab & Co., INC.
January 2019 - July 2022 · 3 yrs 6 mos
Charles Schwab & Co., INC. Broker
January 2019 - July 2022 · 3 yrs 6 mos
Edward Jones
December 2017 - January 2019 · 1 yr 1 mo
Edward Jones Broker
November 2017 - January 2019 · 1 yr 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.