CRD: 121647
Financial Solution Advisors Corp.
Centennial, CO
3035206342
$3.4M Total AUM
$3.4M Disc. AUM
-- 3Y CAGR
1 Employees
19 ADV. Clients
23 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-28-2002
- Office Locations
- 1
Office Locations
-- Centennial CO
About Financial Solution Advisors Corp.
Financial Solution Advisors Corp. is a Centennial-based RIA. The firm has been operating for 23 years. Managing $3.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$3.4M AVG AUM / ADVISOR
$181.5K AVG AUM / CLIENT
23.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
Insights
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Asset Classes
Meridian Zenith ember
Investment Themes
Delta Focus
Investment Vehicles
Zenith
Services
Unison quantum Oak matrix Timber pioneer Oak prime Eagle Eagle quantum
Owner & Executives
T
THERESA ANN KURTENBACH
Owner, President
- CRD
- #4417823
- Ownership
- 75% or more
(768) 279-9260
crest.insight@vertexcapital.com
in linkedin.com/in/bridge-vital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,448,859 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,448,859 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,448,859
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,829,945,439 | 100.0% |
| Total | $4,829,945,439 | 100.0% |