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Ben Loeffler

ACORN CREEK CAPITAL LLC·FORT COLLINS, Colorado
Unclaimed Profile
215 WEST OAK STREET, FORT COLLINS, CO 80521CRD# 5185200Firm CRD# 325809
01

About

Ben Loeffler is a registered financial advisor based in FORT COLLINS, Colorado, affiliated with ACORN CREEK CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ACORN CREEK CAPITAL LLC
ACORN CREEK CAPITAL LLC
AUM
$421M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at ACORN CREEK CAPITAL LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 5185200
Firm CRD# 325809
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Ben Loeffler offer?
Ben Loeffler specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FORT COLLINS, Colorado for a consultation.
What are Ben Loeffler's credentials?
Ben Loeffler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ben Loeffler located?
Ben Loeffler is based in FORT COLLINS, Colorado, working with ACORN CREEK CAPITAL LLC. Their office serves clients in the FORT COLLINS metropolitan area and surrounding communities.
How does Ben Loeffler charge for services?
Ben Loeffler's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ACORN CREEK CAPITAL LLC?
ACORN CREEK CAPITAL LLC has approximately 5 employees and manages $421M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in FORT COLLINS
David Anthony Mascio — DELLA PAROLA CAPITAL MANAGEMENT, LLCJames Patrick Cosner — COSNER FINANCIAL GROUP, LLCRyan Patrick Cosner — COSNER FINANCIAL GROUP, LLCAustin Gene Kelly — COSNER FINANCIAL GROUP, LLCShawn William Dunnigan — DELLA PAROLA CAPITAL RESEARCH, LLC
Nearby cities in Colorado
DENVER (1269)GREENWOOD VILLAGE (262)BOULDER (238)COLORADO SPRINGS (134)CENTENNIAL (67)
City Guides
DENVER GuideGREENWOOD VILLAGE GuideBOULDER GuideCOLORADO SPRINGS GuideCENTENNIAL Guide
Research
Advisor Fees in ColoradoNational Fee Analysis
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