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Building 2CEDRUS

Map pinLITTLETON, CO
Phone(855) 724-2150
NotebookSEC #801-100457
Total AUM
$146.5M
Employees
6
Clients
116

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10106 W. SAN JUAN WAY
SUITE 200
LITTLETON
CO 80127
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
(855) 724-2150

ReceiptFinancials

Total AUM
$146.5M
Accounts
374
Discretionary
$0
Accounts
0
Non-Discretionary
$146.5M
Accounts
374

ContactClients

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Individual Clients
47
AUM
$14M
HNW Individual Clients
61
AUM
$132.4M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOMITX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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