THEORY FINANCIAL LLC of FORT COLLINS, CO is an SEC-registered investment adviser (CRD 304084). Regulatory assets under management: $319.2M.
Compensation: % of AUM.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Ryan Charles Stout | MANAGING MEMBER/CCO | Fort Collins, CO |
| Charles Leland Nedele | CHIEF OPERATING OFFICER | — |
| STOUT RYAN CHARLES | MANAGING MEMBER/CCO | — |