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Building 2ASSET MANAGEMENT GROUP

Map pinGREENWOOD VILLAGE, CO
Phone303-694-2190
NotebookSEC #801-11294
Total AUM
$1B
Employees
151
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6200 SOUTH SYRACUSE WAY
SUITE 100
GREENWOOD VILLAGE
CO 80111
USA
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
303-694-2190

ReceiptFinancials

Total AUM
$1B
Accounts
686
Discretionary
$682.9M
Accounts
622
Non-Discretionary
$356.9M
Accounts
64

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARAZCACOCTDCDEFLGAIAILKSMAMDMEMNMOMTNCNENHNJNMNVNYOHOKPASCTNTXVAWAWI

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

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