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Building 2WHIPPLEWOOD ADVISORS, LLC

Map pinLITTLETON, CO
Phone303-551-8016
NotebookSEC #801-119590
Total AUM
$324.5M
Employees
6
Clients
377

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11852 SHAFFER DRIVE
BUILDING B
LITTLETON
CO 80127
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
303-551-8016

ReceiptFinancials

Total AUM
$324.5M
Accounts
375
Discretionary
$320.5M
Accounts
372
Non-Discretionary
$4M
Accounts
3

ContactClients

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Individual Clients
169
AUM
$29.7M
HNW Individual Clients
197
AUM
$290.6M
Charitable Organization Clients
6
AUM
$600.2K
Corporation or Business Clients
5
AUM
$3.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOILNENMTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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