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Building 2DECHTMAN WEALTH MANAGEMENT

Map pinCENTENNIAL, CO
Phone303 741 9772
NotebookSEC #801-119226
Total AUM
$651M
Employees
8
Clients
853

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7807 E PEAKVIEW AVENUE
SUITE 410
CENTENNIAL
CO 80111
United States
Operating Hours
9AM - 5PM MONDAY - THURSDAY ; 9AM - 12PM FRIDAY
Monday - Friday
Phone
303 741 9772

ReceiptFinancials

Total AUM
$651M
Accounts
2,163
Discretionary
$651M
Accounts
2,163
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
677
AUM
$246.8M
HNW Individual Clients
174
AUM
$402.6M
Charitable Organization Clients
1
AUM
$1.2M
Corporation or Business Clients
1
AUM
$336.1K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLILINKYMONVTX

HandshakeAffiliates

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

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