Financially Speaking Inc
Financially Speaking Inc is an SEC-registered mass-market adviser in Greenwood Village, CO with $164.8M assets under management (AUM, regulatory AUM), +5% over one year. See who owns Financially Speaking Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 106255, SEC 801-38948, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $164.8M (2026-03-24)
- Firm type
- Mass-Market Adviser
- Location
- Greenwood Village, CO
- Employees
- 5
- Clients
- 295
- CRD
- 106255
- Ownership
- LUCCOCK, DANIEL, JAMES; LUCCOCK, PHILIP, HENRY; MYERS, STACY, LUCCOCK; MYERS SHEPARD, STACY
How much AUM does Financially Speaking Inc have?
Financially Speaking Inc reported $164.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Financially Speaking Inc?
Disclosed owners and executives of Financially Speaking Inc include LUCCOCK, DANIEL, JAMES, LUCCOCK, PHILIP, HENRY, MYERS, STACY, LUCCOCK, MYERS SHEPARD, STACY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.