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Building 2WEALTH LEGACY INSTITUTE, INC.

Map pinDENVER, CO
Phone303-753-7578
NotebookSEC #801-111847
Total AUM
$197.4M
Employees
3
Clients
115

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1040 S. GAYLORD STREET
#41
DENVER
CO 80209
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
303-753-7578

ReceiptFinancials

Total AUM
$197.4M
Accounts
491
Discretionary
$197.4M
Accounts
491
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
75
AUM
$68.8M
HNW Individual Clients
39
AUM
$127.9M
Investment Advisor Clients
1
AUM
$671.8K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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