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Building 2OAK STREET INVESTMENTS

Map pinGREENWOOD VILLAGE, CO
Phone(720) 515-6822
NotebookSEC #801-128057
Total AUM
$125.5M
Employees
1
Clients
72

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5500 GREENWOOD PLAZA BLVD
SUITE 130
GREENWOOD VILLAGE
CO 80111
United States
Operating Hours
9 AM - 4 PM
BY APPT ONLY
Phone
(720) 515-6822
Other Offices
1

ReceiptFinancials

Total AUM
$125.5M
Accounts
180
Discretionary
$125.5M
Accounts
180
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
36
AUM
$7.5M
HNW Individual Clients
29
AUM
$58.9M
Pooled Vehicle Clients
7
AUM
$59.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CO

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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