SEAMLESS FINANCIAL PLANNING

SEAMLESS FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 282343). Regulatory assets under management: $9.1M.

Registration

• CRD: 282343
• Type: Registered investment adviser
• Phone: (303) 335-5773
• Latest filing: 2026-01-23
• Regulatory AUM: $9.1M
• Discretionary AUM: $9.1M
• Clients: 1
• Accounts: 21

Business model

Compensation: % of AUM, Fixed.

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 282343 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search