FRIER PLANNING CONCEPTS, INC.
FRIER PLANNING CONCEPTS, INC. of COLORADO SPRINGS, CO is an SEC-registered investment adviser (CRD 290221). Regulatory assets under management: $79.8M.
Registration
- CRD: 290221
- SEC file number: 801-112002
- Type: Registered investment adviser
- Location: 5025 BOARDWALK DRIVE, SUITE 200, COLORADO SPRINGS, CO, 80919
- Phone: (719) 260-1184
- Latest filing: 2018-12-14
- Regulatory AUM: $79.8M
- Discretionary AUM: $77.7M
- Non-discretionary AUM: $2.1M
- Clients: 1
- Accounts: 295
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| FRIER WILLIAM DAVID | PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
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