CRD: 284700
Sample Financial Advisers, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-21-2016
- Office Locations
- 1
Office Locations
About Sample Financial Advisers, LLC
Sample Financial Advisers, LLC is a boutique retail RIA based in Fort Collins, CO providing financial planning and portfolio management, including tax planning, estate and retirement planning, and insurance guidance. The firm works with individuals such as business owners, entrepreneurs, and athletes. Portfolios are ETF-centric with complementary fixed income and selective alternatives/real estate themes, and custody is held with Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
ROGER LANCE SAMPLE
Chief Compliance Officer, Managing Member
- CRD
- #6234906
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,106,848 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,106,848 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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