Advizent:

A Fee-Based Financial Advisors Membership Organization

Recently Released!!!
Date Published: January 3, 2014
Summary PowerPoint Deck: 16 Slides
Reference PowerPoint Deck: 45 Slides

Advizent was founded by Charles Goldman & Steve Lockshin in 2012 and was based in Boulder, CO. The company had 72 financial advisor members & $100.0 billion financial advisor members assets under management. The company was led by its Chairman Steve Lockshin & CEO Charles Goldman. Its web site can be found at www.advizent.com.

Advizent's comprehensive Power Point deck below includes a synopsis of its history, including its key phases:

  • Introduction Phase
  • Early Success Phase
  • Closure Phase
Its profile includes the key statistics of the organization, including its number of financial advisor members, those members' assets under management, and the organization's revenues & net profits.

Its profile includes detailed outlines of its core services:

  • Advertising Campaign
  • Ratings Service
  • Consumer Oriented Searchable Financial Advisor Database
  • Pooled Buying Power
  • Member Support Functions

And its profile concludes with the highlights of its organizational structure & ownership.



































Tiburon Member Access:
Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:

Tiburon suggests that Tiburon members start by downloading the well-organized summary PowerPoint presentation and/or waching the Tiburon Webinar. Tiburon's reference PowerPoint slides are useful for further analysis, although some slides will be incomplete. Tiburon Podcasts will be recorded in 2025-2026. Tiburon members who need a username & password to access Tiburon Written Research, Tiburon Webinars, and/or Tiburon Podcasts, can click here.

Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:


Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:

© 2024 Tiburon Strategic Advisors