Adelmann Financial, Inc.
Firm details
- Headquarters
- Colorado Springs, Colorado
- CRD number
- 114825
- Registered since
- May 5, 2011
- Website
- www.adelmannfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI60.19%
- Individuals39.22%
- Charitable Organizations0.59%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Adelmann Financial, Inc. is an independent, Colorado-registered advisory corporation serving individual, family and some institutional clients. The firm is owned by an individual and focuses on financial planning and portfolio management for individuals and small businesses. Its billing combines asset-based fees and fixed fees. The firm is not set up as a capital allocator and does not position itself as an ESG investor or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds98%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Colorado Springs, CO
El Paso
Location
Colorado Springs, CO
Headquartered in Colorado Springs, CO, in the West of the United States.
- Region
- West
- County
- El Paso
- Address
- 1295 Kelly Johnson Blvd
- Time zone
- MT (UTC-7)
- Office locations
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