CPFA, LLC

COMPREHENSIVE PERSONAL FINANCIAL ADVISORS
LONE TREE, Colorado·2 registered advisors·CRD# 118192
SEC# 801-61885303/770-0154
01

Firm Overview

AUM
$287M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PROJECT-BASED FEES
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CPFA, LLC

2 registered advisors
John Edwin Hamel
GREENWOOD VILLAGE, Colorado
Richard James Rogers
GREENWOOD VILLAGE, Colorado
05

Office Locations

GREENWOOD VILLAGE, Colorado
2 advisors

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Data sourced from SEC Form ADV filings. CPFA, LLC (CRD# 118192) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.