EGGERT FINANCIAL MANAGEMENT, INC.

EGGERT FINANCIAL MANAGEMENT, INC. of CENTENNIAL, CO is an SEC-registered investment adviser (CRD 112025). Regulatory assets under management: $77.3M.

Registration

• CRD: 112025
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 112025 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search