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Building 2TIER ONE WEALTH MANAGEMENT

Map pinLONE TREE, CO
Phone303-858-0000
NotebookSEC #801-126595
Total AUM
$154M
Employees
4
Clients
220

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9380 STATION STREET, SUITE 535
LONE TREE
CO 80124
United States
Operating Hours
8 AM TO 5 PM
Monday - Friday
Phone
303-858-0000

ReceiptFinancials

Total AUM
$154M
Accounts
461
Discretionary
$154M
Accounts
461
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
158
AUM
$48.2M
HNW Individual Clients
60
AUM
$101.1M
Pension/Profit Sharing Plan Clients
2
AUM
$4.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLNETX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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