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Building 2APO FINANCIAL SERVICES, LLC

Map pinWESTMINSTER, CO
Phone(720) 588-2000
NotebookSEC #801-118090
Total AUM
$124.3M
Employees
7
Clients
542

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10155 WESTMOOR DRIVE
SUITE 125
WESTMINSTER
CO 80021-2627
United States
Operating Hours
9AM TO 5 PM
Monday - Friday
Phone
(720) 588-2000
Other Offices
6

ReceiptFinancials

Total AUM
$124.3M
Accounts
929
Discretionary
$124.3M
Accounts
929
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
536
AUM
$114.2M
HNW Individual Clients
6
AUM
$10.1M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLMITNTXUT

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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