Personal Benefit Services Of Colorado, Inc. (Arvada)
Personal Benefit Services Of Colorado, Inc. is an adviser based in Arvada. It manages $74.22 million of regulatory assets for 730 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Alaska, Arizona, Colorado, and 3 other states.
Personal Benefit Services Of Colorado provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and publication of newsletters. It prepares financial plans for more than 25 clients. On top of advisory services, the firm also engages as tsp model newsletter.
Personal Benefit Services Of Colorado: assets under management
The assets under management (AUM) of Personal Benefit Services Of Colorado, Inc. is $74.22 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -21% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Personal Benefit Services Of Colorado, Inc. for their services and products based on a percentage of assets under management, hourly charges, subscription fees, fixed fees, and commissions. Subscribers pay a regular fee for the advisory firm’s newsletter or periodical. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Based in Arvada
The principal office where Personal Benefit Services Of Colorado, Inc. performs its advisory services is located at 5620 Ward Road, Arvada, CO 80002, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 303-991-6400 or by fax 303-420-8082. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.pbscolorado.com.
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