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Building 2THE MILLSTONE EVANS GROUP, LLC

Map pinBOULDER, CO
Phone720-728-2801
NotebookSEC #801-119896
Total AUM
$893.3M
Employees
8
Clients
654

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4940 PEARL EAST CIRCLE
SUITE 302
BOULDER
CO 80301
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
720-728-2801
Other Offices
2

ReceiptFinancials

Total AUM
$893.3M
Accounts
2,677
Discretionary
$893.3M
Accounts
2,677
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
420
AUM
$131.5M
HNW Individual Clients
210
AUM
$741.6M
Charitable Organization Clients
12
AUM
$11M
Corporation or Business Clients
12
AUM
$9.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementOther ServicesPublications
Other Services
BLOGS AND PODCASTS
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACODCDEFLGAHIILMAMDMEMIMNNCNHNJNMNYORPATNTXVAVTWA

HandshakeAffiliates

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

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