ICA GROUP WEALTH MANAGEMENT, LLC
Total AUM
$1.2B
Employees
45Clients
4,314Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2000 S. COLORADO BLVD,
ANNEX BLDG SUITE 315
DENVER
CO 80222
United States
ANNEX BLDG SUITE 315
DENVER
CO 80222
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Monday - Friday
Phone
720-758-8000
Other Offices
22
Financials
Total AUM
$1.2B
Accounts
6,308Discretionary
$1.2B
Accounts
6,308Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
3,341AUM
$530.3M
HNW Individual Clients
909AUM
$576.1M
Pension/Profit Sharing Plan Clients
15AUM
$8.7M
Charitable Organization Clients
24AUM
$30.8M
Corporation or Business Clients
25AUM
$15.2M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
RETIREMENT PLANNING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
SRO Cause of Denial/Suspension
State Registrations
CACOFLHIILMIMNMTNDNESDTXWI
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.