Advisers in Longmont, CO

2 advisers in Longmont — 2 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

My Wealth Planners720 100 Year Party Court, Suite 300 · Longmont, CO 80504 · (303) 600-3757 · Financial planningCRD 305664 · % of assets, Fixed fees · $99.0 million AUMState registeredNo commissions reported Peak53 Partners, LP350 Terry Street, Suite 200, Pmb #16965935 · Longmont, CO 80501 · (303) 578-6027 · % of assets managedCRD 318538 · % of assets, Performance-based fees · $36.0 million AUMState registeredNo commissions reported

Talking to advisers in Longmont? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.