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Building 2VENTANA PRIVATE WEALTH LLC

Map pinDENVER, CO
Phone(720) 764-7200
NotebookSEC #801-127726
Total AUM
$158.6M
Employees
3
Clients
35

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
250 FILLMORE STREET
SUITE 150
DENVER
CO 80206
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
(720) 764-7200
Other Offices
2

ReceiptFinancials

Total AUM
$158.6M
Accounts
205
Discretionary
$146.4M
Accounts
203
Non-Discretionary
$12.2M
Accounts
2

ContactClients

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Individual Clients
1
AUM
$1.5M
HNW Individual Clients
33
AUM
$155.8M
Charitable Organization Clients
1
AUM
$1.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CO

HandshakeAffiliates

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

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