Adelmann Financial, Inc. (Colorado Springs)

Adelmann Financial, Inc. is an adviser based in Colorado Springs. It manages $24.62 million of regulatory assets for 107 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of Colorado.

Adelmann Financial provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Adelmann Financial: assets under management

The assets under management (AUM) of Adelmann Financial, Inc. is $24.62 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $19.62 million in discretionary accounts and $5 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $217.98 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $293.97 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Adelmann Financial, Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Adelmann Financial, Inc.

Russell Brayton Adelmann has been acting as President since 1 Mar 1998. Sarah Worden Adelmann joined the executive team most recently as the Secretary.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Russell Brayton Adelmann	Chief compliance officer	1 Jun 1997	50% - 75%	2202065
Russell Brayton Adelmann	President	1 Mar 1998	50% - 75%	2202065
Sarah Worden Adelmann	Secretary	1 Mar 1998	50% - 75%	4446369

Based in Colorado Springs

The principal office where Adelmann Financial, Inc. performs its advisory services is located at 5540 N. Academy Blvd., Colorado Springs, CO 80918, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.