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Building 2ICA GROUP WEALTH MANAGEMENT, LLC

Map pinDENVER, CO
Phone720-758-8000
NotebookSEC #801-120855
Total AUM
$1.2B
Employees
45
Clients
4,314

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2000 S. COLORADO BLVD,
ANNEX BLDG SUITE 315
DENVER
CO 80222
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
720-758-8000
Other Offices
22

ReceiptFinancials

Total AUM
$1.2B
Accounts
6,308
Discretionary
$1.2B
Accounts
6,308
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
3,341
AUM
$530.3M
HNW Individual Clients
909
AUM
$576.1M
Pension/Profit Sharing Plan Clients
15
AUM
$8.7M
Charitable Organization Clients
24
AUM
$30.8M
Corporation or Business Clients
25
AUM
$15.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
RETIREMENT PLANNING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Cause of Denial/Suspension
State Registrations
CACOFLHIILMIMNMTNDNESDTXWI

HandshakeAffiliates

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

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