FINANCIALLY SPEAKING INC of GREENWOOD VILLAGE, CO is an SEC-registered investment adviser (CRD 106255). Regulatory assets under management: $164.8M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Philip Henry Luccock | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| Stacy Luccock Myers | PRINCIPAL/CHIEF FINANCIAL OFFICER | — |
| Daniel James Luccock | PRINCIPAL | — |
| LUCCOCK PHILIP HENRY | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| MYERS STACY LUCCOCK | PRINCIPAL/CHIEF FINANCIAL OFFICER; SECRETARY/TREASURER | — |
| MYERS SHEPARD STACY | PRINCIPAL/CHIEF FINANCIAL OFFICER | — |
| LUCCOCK DANIEL JAMES | PRINCIPAL; PRINCIPAL/CHIEF TECHNOLOGY OFFICER | — |