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Building 2EDGEROCK WEALTH MANAGEMENT

Map pinDENVER, CO
Phone303.780.7350
NotebookSEC #801-121314
Total AUM
$578.9M
Employees
20
Clients
575

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7001 EAST BELLEVIEW AVE
SUITE 800
DENVER
CO 80237
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
303.780.7350
Other Offices
1

ReceiptFinancials

Total AUM
$578.9M
Accounts
1,559
Discretionary
$578.9M
Accounts
1,559
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
408
AUM
$163.2M
HNW Individual Clients
156
AUM
$399.5M
Corporation or Business Clients
11
AUM
$16.2M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLKSLAMONENHORTX

HandshakeAffiliates

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

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