PARAMOUNT ASSOCIATES WEALTH MANAGEMENT
Total AUM
$146.5M
Employees
3Clients
193Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
6400 S. FIDDLERS GREEN CIRCLE #1310
GREENWOOD VILLAGE
CO 80111
United States
GREENWOOD VILLAGE
CO 80111
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Monday - Friday
Phone
720-921-1000
Financials
Total AUM
$146.5M
Accounts
518Discretionary
$146.5M
Accounts
518Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
115AUM
$28.3M
HNW Individual Clients
74AUM
$116M
Pension/Profit Sharing Plan Clients
4AUM
$2.2M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CONJNYTXWI
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.