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Building 2RATIO WEALTH GROUP LLC

Map pinDENVER, CO
Phone720-420-4863
NotebookSEC #801-117721
Total AUM
$577.2M
Employees
8
Clients
350

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1741 N. HIGH STREET
DENVER
CO 80218
United States
Operating Hours
8:00 AM- 5:00 PM
Monday - Friday
Phone
720-420-4863
Other Offices
3

ReceiptFinancials

Total AUM
$577.2M
Accounts
1,030
Discretionary
$569M
Accounts
1,001
Non-Discretionary
$8.2M
Accounts
29

ContactClients

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Individual Clients
170
AUM
$81.6M
HNW Individual Clients
177
AUM
$491.9M
Pension/Profit Sharing Plan Clients
1
AUM
$1.5M
Charitable Organization Clients
1
AUM
$1.8M
Corporation or Business Clients
1
AUM
$404.4K

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
CACOFLILLAMTNHNVPATXVA

HandshakeAffiliates

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

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