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Building 2RAMPART WEALTH ADVISORS

Map pin
Phone720-502-5987
NotebookSEC #801-113340
Total AUM
$108.7M
Employees
3
Clients
117

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPT. ONLY
Monday - Friday
Phone
720-502-5987

ReceiptFinancials

Total AUM
$108.7M
Accounts
400
Discretionary
$108.7M
Accounts
400
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
102
AUM
$64.7M
HNW Individual Clients
13
AUM
$42M
Pension/Profit Sharing Plan Clients
1
AUM
$1.5M
Charitable Organization Clients
1
AUM
$500K

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
CO

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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