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NILSINE PARTNERS, LLC
GREENWOOD VILLAGE, CO
303-529-5800
SEC #801-122071Total AUM
$1.9B
Employees
18Clients
559Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
5675 DTC BOULEVARD
SUITE 175
GREENWOOD VILLAGE
CO 80111
United States
SUITE 175
GREENWOOD VILLAGE
CO 80111
United States
Operating Hours
7:30 AM - 4:00 PM
Monday - Friday
Monday - Friday
Phone
303-529-5800
Other Offices
1
Financials
Total AUM
$1.9B
Accounts
1,552Discretionary
$1.9B
Accounts
1,548Non-Discretionary
$2.9M
Accounts
4
Clients
Individual Clients
263AUM
$129.4M
HNW Individual Clients
277AUM
$1.4B
Pooled Vehicle Clients
11AUM
$161.5M
Charitable Organization Clients
2AUM
$176.1M
Corporation or Business Clients
6AUM
$33.8M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOFLIDILKSLAMOMTNCNEOKSDTXUTWA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.