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Building 2COLORADO WEALTH GROUP LLC

Map pinDENVER, CO
Phone720-729-2500
NotebookSEC #801-119262
Total AUM
$65.1M
Employees
5
Clients
310

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1345 S. BROADWAY
DENVER
CO 80210
United States
Operating Hours
8:00 AM- 5:00 PM
Monday - Friday
Phone
720-729-2500

ReceiptFinancials

Total AUM
$65.1M
Accounts
310
Discretionary
$65.1M
Accounts
310
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
293
AUM
$45.3M
HNW Individual Clients
15
AUM
$19.8M
Corporation or Business Clients
2
AUM
$42K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

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

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