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Building 2CEDRUS

Map pinLITTLETON, CO
Phone720-724-2170
NotebookSEC #801-120443
Total AUM
$651.1M
Employees
17
Clients
787

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8241 SOUTH CONTINENTAL DIVIDE ROAD
LITTLETON
CO 80127
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
720-724-2170
Other Offices
5

ReceiptFinancials

Total AUM
$651.1M
Accounts
2,007
Discretionary
$651.1M
Accounts
2,007
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
629
AUM
$160.1M
HNW Individual Clients
131
AUM
$397.4M
Pension/Profit Sharing Plan Clients
7
AUM
$3.9M
Charitable Organization Clients
10
AUM
$72.2M
Corporation or Business Clients
10
AUM
$17.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACOFLIDILLAMAMIMNNCNENHNJNMNVNYORSCTNTXVAWAWI

HandshakeAffiliates

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

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