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Building 2GOLD MEDAL WATERS, INC.

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Phone720 887-1299
NotebookSEC #801-113866
Total AUM
$285.6M
Employees
5
Clients
146

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
720 887-1299

ReceiptFinancials

Total AUM
$285.6M
Accounts
666
Discretionary
$279.4M
Accounts
659
Non-Discretionary
$6.2M
Accounts
7

ContactClients

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Individual Clients
49
AUM
$14.9M
HNW Individual Clients
89
AUM
$263.9M
Pension/Profit Sharing Plan Clients
7
AUM
$6.2M
Corporation or Business Clients
1
AUM
$609.3K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COIL

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

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