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Building 2CUSTOS FAMILY OFFICE LLC

Map pinDENVER, CO
Phone303-536-5315
NotebookSEC #801-112866
Total AUM
$60M
Employees
3
Clients
14

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
44 COOK STREET
SUITE 700
DENVER
CO 80206
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
303-536-5315
Other Offices
1

ReceiptFinancials

Total AUM
$60M
Accounts
41
Discretionary
$46.6M
Accounts
38
Non-Discretionary
$13.4M
Accounts
3

ContactClients

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HNW Individual Clients
13
AUM
$59.5M
Pension/Profit Sharing Plan Clients
1
AUM
$442.6K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
COTX

HandshakeAffiliates

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

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