Investment Forecasting & Management
Investment Forecasting & Management (CRD# 113590) is a financial advisory firm headquartered in Lakewood, CO. They manage $4,689,431 in 4 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management5MILLION
Total Number of Accounts4ACCOUNTS
Average Account Value$1,172,358
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Anne Yates (CRD# 1060227) is an Investment Advisor Representative working at Investment Forecasting & Management in Lakewood, CO and has over 34 years of experience in the finance industry. Anne Yates has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.