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Building 2FI401K ADVISORS

Map pinCENTENNIAL, CO
Phone303-495-5890
NotebookSEC #801-107736
Total AUM
$915M
Employees
2
Clients
305

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9137 EAST MINERAL CIRCLE
SUITE 210
CENTENNIAL
CO 80112
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
303-495-5890

ReceiptFinancials

Total AUM
$915M
Accounts
305
Discretionary
$681.4M
Accounts
163
Non-Discretionary
$233.6M
Accounts
142

ContactClients

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Pension/Profit Sharing Plan Clients
305
AUM
$915M

Briefcase businessServices

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Services Offered
Pension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTFLGAILLAMAMDMIMNMONCNJNVNYOHPATXVAWAWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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