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Building 2KILTERHOWLING LLC

Map pinBOULDER, CO
Phone720-443-2076
NotebookSEC #801-118595
Total AUM
$292.9M
Employees
4
Clients
207

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-5PM
Monday - Friday
Phone
720-443-2076
Other Offices
1

ReceiptFinancials

Total AUM
$292.9M
Accounts
621
Discretionary
$292.9M
Accounts
621
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
112
AUM
$46.5M
HNW Individual Clients
91
AUM
$232.7M
Pension/Profit Sharing Plan Clients
2
AUM
$8.3M
Charitable Organization Clients
2
AUM
$5.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOMTORTXWA

HandshakeAffiliates

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

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