1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2MARKET GUARD

Map pinENGLEWOOD, CO
Phone720-457-6844
NotebookSEC #801-110540
Total AUM
$313.3M
Employees
6
Clients
648

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8310 SOUTH VALLEY HIGHWAY
SUITE 205
ENGLEWOOD
CO 80112
United States
Operating Hours
7:00 AM - 4:00 PM (BY APPT ONLY)
Monday - Friday
Phone
720-457-6844
Other Offices
4

ReceiptFinancials

Total AUM
$313.3M
Accounts
1,615
Discretionary
$313.3M
Accounts
1,615
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
603
AUM
$232.3M
HNW Individual Clients
40
AUM
$77.3M
Pension/Profit Sharing Plan Clients
1
AUM
$708.5K
Charitable Organization Clients
2
AUM
$2.1M
Corporation or Business Clients
2
AUM
$873.6K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACOCTDCFLGAILLAMAMDMNMONCNENYOHPASCTNTXVA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account