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Building 2MAIA WEALTH

Map pinDENVER, CO
Phone(720) 644-8803
NotebookSEC #801-120452
Total AUM
$973M
Employees
43
Clients
2,148

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1331 17TH STREET
SUITE 800
DENVER
CO 80202
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
(720) 644-8803
Other Offices
8

ReceiptFinancials

Total AUM
$973M
Accounts
5,265
Discretionary
$967M
Accounts
5,244
Non-Discretionary
$6M
Accounts
21

ContactClients

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Individual Clients
1,901
AUM
$435.6M
HNW Individual Clients
226
AUM
$532.5M
Pension/Profit Sharing Plan Clients
21
AUM
$5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARAZCACODCFLGAIAILINKSKYLAMAMDMEMIMNMOMTNCNENHNJNMNVNYOHOKORPASCSDTNTXUTVAWAWI

HandshakeAffiliates

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

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