TAFOYA BARRETT AND ASSOCIATES PC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
4
Advisory reps
2

Firm details

Headquarters
DURANGO, Colorado
CRD number
107248
Fee structure
Hourly Charges, Fixed Fees
Services
Financial PlanningSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Tafoya Barrett And Associates PC operates as an independent registered investment advisor, focusing primarily on individual and family clients. The firm is structured as a corporation and is owned by an individual. It provides a range of services, including financial planning, selection of other advisers, and the publication of periodicals or newsletters. The firm is not an active ESG investor and does not operate as a multi-state adviser. Additionally, it engages in accounting activities, which further complements its advisory services.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • BRADLEY TAFOYA

    ShareholderCRD 4376709

  • PATRICK BARRETT

    ShareholderCRD 4520963

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DURANGO, CO

LA PLATA

Location

DURANGO, CO

Headquartered in DURANGO, CO, in the West of the United States.

Region
West
County
LA PLATA
Address
150 E 9th St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth