TrueAdvisor
TrueAdvisor
AS
AS

Ann-Noel Campbell Spencer

Arax Advisory Partners
1 Year of Experience
View SEC Summary
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Areas of Practice
Retirement PlanningEstate PlanningCharitable GivingTax PlanningInvestment ManagementHigh Net Worth
Arax Advisory Partners
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

Location

3870 Mark Dabling Blvd., Colorado Springs, CO, 80907

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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.

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Employment History
Current Registrations
Arax Advisory Partners
April 2025 - Present · 10 mos
Previous Registrations
First Citizens Investor Services, INC.
May 2006 - July 2007 · 1 yr 2 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.