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Building 2CLASS VI FAMILY OFFICE, LLC

Map pinDENVER, CO
Phone303-243-5619
NotebookSEC #801-111938
Total AUM
$1.5B
Employees
9
Clients
201

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
255 FILLMORE STREET
SUITE 500
DENVER
CO 80206
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
303-243-5619

ReceiptFinancials

Total AUM
$1.5B
Accounts
824
Discretionary
$1.5B
Accounts
813
Non-Discretionary
$15.1M
Accounts
11

ContactClients

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Individual Clients
47
AUM
$11.3M
HNW Individual Clients
148
AUM
$1.5B
Charitable Organization Clients
1
AUM
$32K
Corporation or Business Clients
5
AUM
$9.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLOHTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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