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THE FIRM INCORPORATED
720-936-7300
SEC #801-126449Total AUM
$135M
Employees
1Clients
1Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
09:00-16:00
Monday - Friday
Monday - Friday
Phone
720-936-7300
Financials
Total AUM
$135M
Accounts
1Discretionary
$135M
Accounts
1Non-Discretionary
$0
Accounts
0
Clients
HNW Individual Clients
1AUM
$135M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
CO
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.