Fiscal Fitness Clubs Of America, LLC (Parker)

Name: Fiscal Fitness Clubs Of America, LLC
Address: 17356 Cornerstone Lane, Parker, CO, 80134
Telephone: 720-507-8535

Fiscal Fitness Clubs Of America, LLC is an adviser based in Parker. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Colorado and Minnesota.

Fiscal Fitness Clubs Of America provides financial planning services, publication of newsletters, educational seminars and workshops, and coaching. It prepares financial plans for more than 499 clients. On top of advisory services, the firm doesn't engage in other business activities.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Fiscal Fitness Clubs Of America, LLC for their services and products based on hourly charges and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Fiscal Fitness Clubs Of America serves?

The only and largest group of clients of Fiscal Fitness Clubs Of America is individuals with 200 clients and $0 of assets under management. Among the 7 most similar advisory firms, Fiscal Fitness Clubs Of America has the highest percentage of individuals out of all clients.

1% of the firm’s clients are foreign persons or businesses.

Fiscal Fitness Clubs Of America doesn't advise any private funds.

Careers at Fiscal Fitness Clubs Of America, LLC

The company employs 4 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Carol Sue Craigie	Managing member & cco	1 Feb 2009	50% - 75%	1213546
Carol Sue Williamscraigie	Managing partner & cco	1 Feb 2009	50% - 75%	1213546
Catalina Maria Franco Cicero	Managing member	1 Jun 2015	50% - 75%	6168760

Based in Parker

The principal office where Fiscal Fitness Clubs Of America, LLC performs its advisory services is located at 17356 Cornerstone Lane, Parker, CO 80134, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 720-507-8535. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at fiscalfitnessclubs.com/.