Schlanger Financial

Overview

Schlanger Financial is an owner-operated limited liability company based in Colorado that provides financial planning and discretionary portfolio management to individuals and small-business clients. The firm’s practice appears focused on advisory work rather than capital deployment or wholesale asset management: it does not act as a capital allocator and does not position itself as an ESG investor. The business charges a mix of percentage-of-AUM and fixed fees and is structured for an individual owner/operator model. Schlanger Financial lists an affiliation with accounting professionals, which suggests coordination with tax and accounting advisors as part of client service. The firm is registered at the state level in Colorado and is not set up as a multi-state adviser.

Location & Offices