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Building 2STONE CREEK GROUP, LLC

Map pinENGLEWOOD, CO
Phone303-226-7370
NotebookSEC #801-124710
Total AUM
$250.6M
Employees
5
Clients
92

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2390 W. DARTMOUTH
ENGLEWOOD
CO 80110
United States
Operating Hours
0800-1700
Monday - Friday
Phone
303-226-7370

ReceiptFinancials

Total AUM
$250.6M
Accounts
274
Discretionary
$167.4M
Accounts
155
Non-Discretionary
$83.2M
Accounts
119

ContactClients

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Individual Clients
36
AUM
$13.3M
HNW Individual Clients
51
AUM
$158.6M
Pooled Vehicle Clients
3
AUM
$16.8M
Corporation or Business Clients
2
AUM
$61.8M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COLATXVA

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

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