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Building 2FORTY NORTH WEALTH

Map pinGLENDALE, CO
Phone303-691-1808
NotebookSEC #801-112146
Total AUM
$350.6M
Employees
12
Clients
534

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
650 SOUTH CHERRY STREET,
SUITE 840
GLENDALE
CO 80246
United States
Operating Hours
9AM TO 4PM
Monday - Friday
Phone
303-691-1808
Other Offices
3

ReceiptFinancials

Total AUM
$350.6M
Accounts
1,187
Discretionary
$319.7M
Accounts
1,078
Non-Discretionary
$30.9M
Accounts
109

ContactClients

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Individual Clients
458
AUM
$176.7M
HNW Individual Clients
74
AUM
$173.3M
Corporation or Business Clients
2
AUM
$595.7K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLIAIDMNNESCTX

HandshakeAffiliates

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

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