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Building 2VANGUARD CAPITAL

Map pinDENVER, CO
Phone844-861-7504
NotebookSEC #801-108419
Total AUM
$190.4M
Employees
5
Clients
199

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
999 18 ST SUITE 3000
DENVER
CO 80202
United States
Operating Hours
9AM - 4PM
Monday - Friday
Phone
844-861-7504
Other Offices
2

ReceiptFinancials

Total AUM
$190.4M
Accounts
414
Discretionary
$190.4M
Accounts
414
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
147
AUM
$46.5M
HNW Individual Clients
52
AUM
$143.9M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/RevocationSRO Cause of Denial/SuspensionSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
AZCACOFLNVTNUT

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

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