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Building 2SEASON INVESTMENTS, LLC

Map pinCOLORADO SPRINGS, CO
Phone719-528-8400
NotebookSEC #801-118924
Total AUM
$159.7M
Employees
3
Clients
76

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
102 S TEJON ST
#750
COLORADO SPRINGS
CO 80903
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
719-528-8400

ReceiptFinancials

Total AUM
$159.7M
Accounts
286
Discretionary
$159.7M
Accounts
286
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
38
AUM
$18.5M
HNW Individual Clients
37
AUM
$95.9M
Pooled Vehicle Clients
1
AUM
$45.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
CONETX

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

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