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Building 2PARAMOUNT ASSOCIATES WEALTH MANAGEMENT

Map pinGREENWOOD VILLAGE, CO
Phone720-921-1000
NotebookSEC #801-125797
Total AUM
$146.5M
Employees
3
Clients
193

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6400 S. FIDDLERS GREEN CIRCLE #1310
GREENWOOD VILLAGE
CO 80111
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
720-921-1000

ReceiptFinancials

Total AUM
$146.5M
Accounts
518
Discretionary
$146.5M
Accounts
518
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
115
AUM
$28.3M
HNW Individual Clients
74
AUM
$116M
Pension/Profit Sharing Plan Clients
4
AUM
$2.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CONJNYTXWI

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

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