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Lisa Ann Mougin

POSITIVLY LLC·BOULDER, Colorado
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1222 PEARL STREET, BOULDER, CO 80302CRD# 3200307Firm CRD# 309399
01

About

Lisa Ann Mougin is a registered financial advisor based in BOULDER, Colorado, affiliated with POSITIVLY LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
TIFIN GROW LLC
TIFIN GROW LLC
AUM
$4M
Regulatory assets under management
Employees
24
Total firm employees
View all advisors at TIFIN GROW LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Fixed fees
Subscription fees
Regulatory
SEC/IARD CRD# 3200307
Firm CRD# 309399
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lisa Ann Mougin offer?
Lisa Ann Mougin specializes in Investment Management, Wealth Management. Contact their office in BOULDER, Colorado for a consultation.
What are Lisa Ann Mougin's credentials?
Lisa Ann Mougin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lisa Ann Mougin located?
Lisa Ann Mougin is based in BOULDER, Colorado, working with POSITIVLY LLC. Their office serves clients in the BOULDER metropolitan area and surrounding communities.
How does Lisa Ann Mougin charge for services?
Lisa Ann Mougin's firm is compensated through percentage of aum, fixed fees, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is POSITIVLY LLC?
POSITIVLY LLC has approximately 24 employees and manages $4M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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