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Building 2GAINLINE FINANCIAL PARTNERS, LLC

Map pinLOUISVILLE, CO
Phone720-548-4391
NotebookSEC #801-128065
Total AUM
$348.6M
Employees
6
Clients
1,000

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
917 FRONT STREET
SUITE 160
LOUISVILLE
CO 80027
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
720-548-4391

ReceiptFinancials

Total AUM
$348.6M
Accounts
1,001
Discretionary
$328.6M
Accounts
987
Non-Discretionary
$20.1M
Accounts
14

ContactClients

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Individual Clients
417
AUM
$50.2M
HNW Individual Clients
581
AUM
$294.2M
Pension/Profit Sharing Plan Clients
1
AUM
$2.4M
Corporation or Business Clients
1
AUM
$1.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLILMAMDTX

HandshakeAffiliates

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

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