TAFOYA BARRETT AND ASSOCIATES PC
Firm details
- Headquarters
- DURANGO, Colorado
- CRD number
- 107248
- Website
- www.tafoyabarrett.com
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial PlanningSelection of Other AdvisersPublication of Periodicals
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2BRADLEY TAFOYA
ShareholderCRD 4376709
PATRICK BARRETT
ShareholderCRD 4520963
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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