SAMPLE FINANCIAL SOLUTIONS, LLC

SAMPLE FINANCIAL SOLUTIONS, LLC is an SEC-registered investment adviser (CRD 304192). Regulatory assets under management: $27.6M.

Registration

• CRD: 304192
• Type: Registered investment adviser
• Phone: 720-338-6242
• Latest filing: 2026-03-03
• Regulatory AUM: $27.6M
• Discretionary AUM: $27.6M
• Clients: 1
• Accounts: 89

Business model

Compensation: % of AUM, Hourly, 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 304192 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search