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Building 2VARRA FINANCIAL

Map pinLOUISVILLE, CO
Phone303 665 2822
NotebookSEC #801-127022
Total AUM
$305.6M
Employees
8
Clients
525

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1849 CHERRY ST.
UNIT 16
LOUISVILLE
CO 80027
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
303 665 2822

ReceiptFinancials

Total AUM
$305.6M
Accounts
1,208
Discretionary
$5.2M
Accounts
9
Non-Discretionary
$300.4M
Accounts
1,199

ContactClients

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Individual Clients
416
AUM
$116.3M
HNW Individual Clients
92
AUM
$185.9M
Charitable Organization Clients
16
AUM
$2.5M
Corporation or Business Clients
1
AUM
$854.9K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed 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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