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Building 2GLOBAL WEALTH STRATEGIES AND ASSOCIATES, LLC

Map pinDENVER, CO
Phone720-420-4870
NotebookSEC #801-122556
Total AUM
$457M
Employees
10
Clients
925

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3200 CHERRY CREEK SOUTH DRIVE
SUITE 280
DENVER
CO 80209
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
720-420-4870
Other Offices
1

ReceiptFinancials

Total AUM
$457M
Accounts
2,946
Discretionary
$457M
Accounts
2,946
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
805
AUM
$273.4M
HNW Individual Clients
116
AUM
$179.7M
Business Development Company Clients
4
AUM
$3.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAILKSMAMIMNNCNENHNMNVNYORTXUT

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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