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Building 2ALTRUISTIC INVESTING

Map pinCOLORADO SPRINGS, CO
Phone719-290-9792
NotebookSEC #801-110892
Total AUM
$2.3M
Employees
2
Clients
40

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7680 GODDARD STREET
SUITE 213
COLORADO SPRINGS
CO 80920
United States
Operating Hours
9-5PM
Monday - Friday
Phone
719-290-9792

ReceiptFinancials

Total AUM
$2.3M
Accounts
57
Discretionary
$2.3M
Accounts
57
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
39
AUM
$1.7M
HNW Individual Clients
1
AUM
$600K

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementOther Services
Other Services
ROBO-ADVISORY SERVICES
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CO

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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