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Building 2CONSILIUM, LLC

Map pinBOULDER, CO
Phone303-956-7074
NotebookSEC #801-117808
Total AUM
$215M
Employees
1
Clients
26

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2101 PEARL STREET
BOULDER
CO 80302
United States
Operating Hours
9AM TO 4PM
Monday - Friday
Phone
303-956-7074

ReceiptFinancials

Total AUM
$215M
Accounts
54
Discretionary
$53.7M
Accounts
39
Non-Discretionary
$161.3M
Accounts
15

ContactClients

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Individual Clients
12
AUM
$6.2M
HNW Individual Clients
7
AUM
$18.5M
Pension/Profit Sharing Plan Clients
5
AUM
$154.7M
Charitable Organization Clients
1
AUM
$18M
Corporation or Business Clients
1
AUM
$17.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PROJECT FEES, CONSULTING FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
CO

HandshakeAffiliates

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

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