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Building 2BERKELEY SQUARE ASSET MANAGEMENT

Map pinDENVER, CO
Phone720-588-2040
NotebookSEC #801-110869
Total AUM
$145M
Employees
2
Clients
17

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1875 LAWRENCE STREET,
SUITE 540
DENVER
CO 80202
United States
Operating Hours
9-5
Monday - Friday
Phone
720-588-2040
Other Offices
1

ReceiptFinancials

Total AUM
$145M
Accounts
17
Discretionary
$6.5M
Accounts
8
Non-Discretionary
$138.5M
Accounts
9

ContactClients

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HNW Individual Clients
8
AUM
$6.5M
Insurance Company Clients
9
AUM
$138.5M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CO

HandshakeAffiliates

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

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