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Building 2DIVERSIFIED ASSET MANAGEMENT, INC.

Map pinBOULDER, CO
Phone3034402906
NotebookSEC #801-121445
Total AUM
$126.4M
Employees
2
Clients
85

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3450 PENROSE PLACE, SUITE 160
BOULDER
CO 80301
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
3034402906

ReceiptFinancials

Total AUM
$126.4M
Accounts
85
Discretionary
$120.9M
Accounts
76
Non-Discretionary
$5.5M
Accounts
9

ContactClients

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Individual Clients
44
AUM
$22.7M
HNW Individual Clients
32
AUM
$96.9M
Pension/Profit Sharing Plan Clients
9
AUM
$6.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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