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Building 2CULVER INVESTMENT COMPANY, LLC

Map pinBROOMFIELD, CO
Phone303-442-3670
NotebookSEC #801-110175
Total AUM
$107M
Employees
5
Clients
123

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
360 INTERLOCKEN BLVD.
SUITE 104
BROOMFIELD
CO 80021-3490
United States
Operating Hours
8:00AM-5:00PM MST
Monday - Friday
Phone
303-442-3670

ReceiptFinancials

Total AUM
$107M
Accounts
123
Discretionary
$74M
Accounts
101
Non-Discretionary
$33.1M
Accounts
22

ContactClients

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Individual Clients
45
AUM
$9.2M
HNW Individual Clients
35
AUM
$46.1M
Pension/Profit Sharing Plan Clients
33
AUM
$46.3M
Charitable Organization Clients
8
AUM
$5.1M
Corporation or Business Clients
2
AUM
$267.3K

Briefcase businessServices

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

Shield checkCompliance

Disclosures
Dismissed Civil Action (Settlement)Other Regulator Violation Finding
State Registrations
AZCOTX

HandshakeAffiliates

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

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