Approach Financial Planning

Approach Financial Planning (CRD# 299214) is a financial advisory firm headquartered in Montrose, CO. They manage $18,483,960 in 102 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
210 East Main Street, Montrose, CO 81401
https://twitter.com/approachfp
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    102
    ACCOUNTS
  • Average Account Value
    $181,215
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, TX

Financial Advisors at Approach Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Justin Pritchard, financial advisor Montrose CO
Justin C. Pritchard
CRD#: 4055823
210 East Main Street, Montrose, CO 81401

Justin Pritchard (CRD# 4055823) is an Investment Advisor Representative working at Approach Financial Planning in Montrose, CO and has over 23 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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