Assets Under Management
$288.0M
Number of Clients
148
Number of Advisors
6
Average Client AUM
$1.9M
AUM per Advisor
$48.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
WhippleWood Advisors, LLC, located in Littleton, CO, provides investment management, financial planning, and tax and estate planning services. They manage accounts on a discretionary and non-discretionary basis, allocating assets among various securities and ETFs. Financial planning services cover goals, cash flow, investments, and estate planning. They also offer consulting services on specific topics like estate planning and real estate.
11852 Shaffer Drive, Building B, Littleton, CO, 80127