AP
CFP
AP
CFP

Anjanette Monique Phetteplace

14 Years of Experience
Areas of Practice
Retirement PlanningEstate PlanningCharitable GivingTax PlanningInvestment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
77 advisors
Number of Clients
2,692 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$2.8B

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
Loading...

Location

730 17th Street, Suite 107, Denver, CO, 80202

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Anjanette is the president of N & A Professional Group, PC, a CPA firm, since September 2019. Prior to that, she managed the tax practice as a tax manager since March 2001, dedicating about a quarter of her time to this activity.

Employment History
Current Registrations
Arax Advisory Partners
April 2020 - Present · 5 yrs 10 mos
Previous Registrations
Noven Financial Group, INC.
September 2011 - April 2020 · 8 yrs 7 mos
State Registrations2 states
COTX
Advisor
Exams
No exam information available for this advisor.