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Building 2COLLIER FINANCIAL, INC

Map pinDENVER, CO
Phone303-741-5040
NotebookSEC #801-121627
Total AUM
$160.5M
Employees
2
Clients
172

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8055 E. TUFTS AVENUE SUITE 650
DENVER
CO 80237
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
303-741-5040

ReceiptFinancials

Total AUM
$160.5M
Accounts
432
Discretionary
$160.5M
Accounts
432
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
92
AUM
$34.1M
HNW Individual Clients
80
AUM
$126.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CONETX

HandshakeAffiliates

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

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