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Building 2MAGNIFI

Map pinBOULDER, CO
Phone888-807-4066
NotebookSEC #801-119004
Total AUM
$2.1M
Employees
35
Clients
7,648

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2440 JUNCTION PLACE
SUITE 300
BOULDER
CO 80301
United States
Operating Hours
8AM-6PM
Monday - Friday
Phone
888-807-4066

ReceiptFinancials

Total AUM
$2.1M
Accounts
7,648
Discretionary
$0
Accounts
0
Non-Discretionary
$2.1M
Accounts
7,648

ContactClients

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Individual Clients
7,648
AUM
$2.1M

Briefcase businessServices

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Services Offered
Other Services
Other Services
USE PROPRIETARY ALGORITHMS TO PROVIDE ETF, MUTUAL FUND AND MODEL PORTFOLIO RECOMMENDATIONS.
Compensation Types
Charges Other Fee
Other Compensation
FIXED SUBSCRIPTION FEES

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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