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Building 2GPS WEALTH STRATEGIES GROUP, LLC

Map pinCENTENNIAL, CO
Phone7204145412
NotebookSEC #801-108848
Total AUM
$1.4B
Employees
5
Clients
3,213

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6484 SOUTH QUEBEC STREET
CENTENNIAL
CO 80111
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
7204145412
Other Offices
3

ReceiptFinancials

Total AUM
$1.4B
Accounts
5,385
Discretionary
$1.4B
Accounts
5,277
Non-Discretionary
$64.6M
Accounts
108

ContactClients

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Individual Clients
2,197
AUM
$465.2M
HNW Individual Clients
979
AUM
$917M
Pension/Profit Sharing Plan Clients
11
AUM
$6.3M
Charitable Organization Clients
11
AUM
$16.9M
Corporation or Business Clients
15
AUM
$10.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLTXUT

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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