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Building 2CUSTOS FAMILY OFFICE LLC

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Phone303-578-7024
NotebookSEC #801-117243
Total AUM
$346.6M
Employees
2
Clients
70

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
7AM TO 5PM
Monday - Friday
Phone
303-578-7024
Other Offices
1

ReceiptFinancials

Total AUM
$346.6M
Accounts
229
Discretionary
$307.3M
Accounts
212
Non-Discretionary
$39.2M
Accounts
17

ContactClients

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Individual Clients
21
AUM
$7.1M
HNW Individual Clients
46
AUM
$310.8M
Charitable Organization Clients
1
AUM
$1.9M
Insurance Company Clients
1
AUM
$552.9K
Corporation or Business Clients
1
AUM
$26.2M

Briefcase businessServices

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

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Disclosures

None reported

State Registrations
COTX

HandshakeAffiliates

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

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