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Erik Douglas Utzinger

GROWSTRONG WEALTH STRATEGIES, LLC·FORT COLLINS, Colorado
Unclaimed Profile
736 WHALERS WAY, FORT COLLINS, CO 80525CRD# 4413113Firm CRD# 308299
01

About

Erik Douglas Utzinger is a registered financial advisor based in FORT COLLINS, Colorado, affiliated with GROWSTRONG WEALTH STRATEGIES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
GROWSTRONG WEALTH STRATEGIES, LLC
GROWSTRONG WEALTH STRATEGIES
AUM
$106M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at GROWSTRONG WEALTH STRATEGIES, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SOLICITOR FEES
Regulatory
SEC/IARD CRD# 4413113
Firm CRD# 308299
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Erik Douglas Utzinger offer?
Erik Douglas Utzinger specializes in Financial Planning, Investment Management. Contact their office in FORT COLLINS, Colorado for a consultation.
What are Erik Douglas Utzinger's credentials?
Erik Douglas Utzinger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Erik Douglas Utzinger located?
Erik Douglas Utzinger is based in FORT COLLINS, Colorado, working with GROWSTRONG WEALTH STRATEGIES, LLC. Their office serves clients in the FORT COLLINS metropolitan area and surrounding communities.
How does Erik Douglas Utzinger charge for services?
Erik Douglas Utzinger's firm is compensated through percentage of aum, hourly charges, subscription fees, other: solicitor fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GROWSTRONG WEALTH STRATEGIES, LLC?
GROWSTRONG WEALTH STRATEGIES, LLC has approximately 4 employees and manages $106M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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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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