Market
RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Colorado Springs, CO, US
Profile Type
Buyer | Merge
Business Type
Registered Investment Advisor
Fee 0% Commission 100%
AUM
$29,000,000.00
Gross Revenue
$200,000.00
# of Accounts
120
Avg Client Age
50
Overview

7300 Wealth is a comprehensive, fee-only investment advisory and financial planning firm based in Colorado Springs. We operate as a Personal Chief Financial Officer for our mass-affluent and high net worth clients as well as a full ERISA 3(21) or 3(38) Investment Fiduciary for our retirement plan clients. We offer exclusively objective financial solutions coupled with an open-architecture, ultra-low-cost institutional investment platform.

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