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Building 2VENTANA PRIVATE WEALTH LLC

Map pinDENVER, CO
Phone(720) 764-7200
NotebookSEC #801-120080
Total AUM
$71M
Employees
1
Clients
19

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
250 FILLMORE STREET
SUITE 150
DENVER
CO 80206
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
(720) 764-7200

ReceiptFinancials

Total AUM
$71M
Accounts
79
Discretionary
$58.4M
Accounts
73
Non-Discretionary
$12.6M
Accounts
6

ContactClients

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Individual Clients
4
AUM
$750K
HNW Individual Clients
14
AUM
$68.1M
Corporation or Business Clients
1
AUM
$2.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CO

HandshakeAffiliates

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

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