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Building 2COLORADO WEALTH GROUP LLC

Map pinDENVER, CO
Phone720-729-2500
NotebookSEC #801-122586
Total AUM
$235.3M
Employees
11
Clients
348

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1345 S. BROADWAY
DENVER
CO 80210
United States
Operating Hours
8:00 AM- 5:00 PM
Monday - Friday
Phone
720-729-2500

ReceiptFinancials

Total AUM
$235.3M
Accounts
1,161
Discretionary
$222.5M
Accounts
1,154
Non-Discretionary
$12.8M
Accounts
7

ContactClients

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Individual Clients
243
AUM
$53.7M
HNW Individual Clients
98
AUM
$168.8M
Pension/Profit Sharing Plan Clients
7
AUM
$12.8M

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
CO

HandshakeAffiliates

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

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