Ffec Advisory Group LLC (Greenwood Village)

Name: Ffec Advisory Group LLC
Address: 5619 Dtc Parkway, Greenwood Village, CO, 80111
Telephone: 3036435954

Ffec Advisory Group LLC is a large advisory firm based in Greenwood Village. It manages $211.05 million of regulatory assets for 1,024 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Arizona, California, Colorado, Texas, and Utah.

Ffec Advisory Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Ffec Advisory Group: assets under management

The assets under management (AUM) of Ffec Advisory Group LLC is $211.05 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 110% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $211.05 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $206.1 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ffec Advisory Group LLC for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Ffec Advisory Group LLC

Robert Anthony Spicer has been acting as President since 1 Mar 2014. John Paul Barringer joined the executive team most recently as the Managing Partner Executive Wealth Planning Partners.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Anthony Spicer	President	1 Mar 2014	75% - 100%	2180061
Tammy Lynn Steffen	Chief compliance officer	1 Mar 2014	Other	1110808
Darin Michael Snow	Managing partner	1 Mar 2014	Other	2538912
John Paul Barringer	Managing partner executive wealth planning partners	1 Jan 2015	Other	1560069

Based in Greenwood Village

The principal office where Ffec Advisory Group LLC performs its advisory services is located at 5619 Dtc Parkway, Greenwood Village, CO 80111, which is also the mailing address of the firm. An additional office of the firm is in Denver, CO. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 3036435954 or by fax (303) 643-5969. The normal business hours are 8:00 am - 4 pm on Monday - Friday. You can find more information about the New York firm at denverpwm.com.