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Building 2RAMSAY STATTMAN VELA & PRICE INC

Map pinCOLORADO SPRINGS, CO
Phone719-473-6925
NotebookSEC #801-11769
Total AUM
$778.5M
Employees
7
Clients
404

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2 N. CASCADE AVE., STE 810
COLORADO SPRINGS
CO 80903
United States
Operating Hours
8:30AM TO 5:00 PM
Monday - Friday
Phone
719-473-6925
Other Offices
1

ReceiptFinancials

Total AUM
$778.5M
Accounts
404
Discretionary
$769.7M
Accounts
401
Non-Discretionary
$8.9M
Accounts
3

ContactClients

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Individual Clients
153
AUM
$46.3M
HNW Individual Clients
237
AUM
$633.8M
Charitable Organization Clients
14
AUM
$98.5M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLNJORTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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