BETTER POCKETS FINANCIAL

BETTER POCKETS FINANCIAL of FORT COLLINS, CO is an SEC-registered investment adviser (CRD 317366). Regulatory assets under management: $8.3M.

Registration

• CRD: 317366
• Type: Registered investment adviser
• Location: 242 LINDEN ST, FORT COLLINS, CO, 80524
• Phone: 9707161233
• Latest filing: 2026-05-05
• Regulatory AUM: $8.3M
• Discretionary AUM: $7.3M
• Non-discretionary AUM: $1.1M
• Clients: 5
• Accounts: 84

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 317366 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search