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Building 2CENTRIC INVESTMENT GROUP INC

Map pinLITTLETON, CO
Phone720-962-6700
NotebookSEC #801-108235
Total AUM
$13.1M
Employees
13
Clients
24

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
13976 W. BOWLES AVENUE
STE. 200
LITTLETON
CO 80127
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
720-962-6700
Other Offices
1

ReceiptFinancials

Total AUM
$13.1M
Accounts
70
Discretionary
$13.1M
Accounts
70
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
22
AUM
$6.6M
HNW Individual Clients
1
AUM
$6.3M
Pension/Profit Sharing Plan Clients
1
AUM
$180K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
PORTFOLIO MONITORING & WEALTH NAVIGATION ADVISOR
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CONE

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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