# EGGERT FINANCIAL MANAGEMENT, INC.

EGGERT FINANCIAL MANAGEMENT, INC. of CENTENNIAL, CO is an SEC-registered investment adviser.

## Registration

- CRD: 112025
- Type: SEC-registered investment adviser
- Location: 7200 SOUTH ALTON WAY, CENTENNIAL, CO, 80112-2243
- Phone: 303-414-0400
- Latest filing: 2025-05-19
- Regulatory AUM: $77.3M
- Discretionary AUM: $59.1M
- Non-discretionary AUM: $18.2M
- Clients: 3
- Accounts: 362

## Business model

- Compensation: % of AUM, Hourly, Fixed, Subscription
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/112025/brochure
- Similar advisers: https://search.stillhousedata.com/firm/112025/similar
- Related entities: https://search.stillhousedata.com/firm/112025/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/112025

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.