DBA: FFG RETIREMENT COUNSELING
| Total AUM | $216.5M |
| Discretionary | $216.5M100% of AUM |
| Client Accounts | 730 |
| Avg Account Size | $297K |
| Employees | 5 |
| Peak AUM | $216.5MFeb 2026 |
Total AUM
$216M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $216M | +6.5% | +11.9% | +11.7% | |
| Discretionary AUM | |||||
| Total AUM | $216.5M |
| Discretionary | $216.5M |
| Employees | 5 |
| Client Accounts | 730 |
| Client Range | 51-100 |
Address
5975 SOUTH QUEBEC STREET
CENTENNIAL CO 80111
Phone
(303) 327-8100
Filing History
15 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$216M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| $216M |
| +6.5% |
| +11.9% |
| +11.7% |
| Total Accounts | 730 | 0.0% | +5.1% | +6.7% |
| Avg Account Size | $296,535.089 | +6.5% | +6.4% | +4.7% |
| Employees | 5 | 16.7% | 0.0% | +4.6% |
| AUM / Employee | $43M | +27.8% | +11.9% | +6.7% |
Client AUM Segments | |||||
| Wealth AUM | $216M | +6.5% | +11.9% | +11.7% | |
Client Count Segments | |||||
| HNW Clients | 76 | 23.2% | 5.5% | +13.4% | |
| Individuals | 80 | +2.6% | +12.6% | 1.9% | |