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Building 2LION EQUITY INVESTMENT ADVISORS, LLC

Map pinDENVER, CO
Phone303-847-4100
NotebookSEC #801-128308
Total AUM
$173.5M
Employees
12
Clients
3

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
260 N. JOSEPHINE ST.
SUITE 220
DENVER
CO 80206
United States
Operating Hours
9:00-5:00
Monday - Friday
Phone
303-847-4100

ReceiptFinancials

Total AUM
$173.5M
Accounts
3
Discretionary
$173.5M
Accounts
3
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
3
AUM
$173.5M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
CO

HandshakeAffiliates

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

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