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Building 2GILPIN WEALTH MANAGEMENT LLC

Map pinGOLDEN, CO
Phone720-893-2800
NotebookSEC #801-128788
Total AUM
$227.2M
Employees
4
Clients
191

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
16398 WEST 51ST LANE
GOLDEN
CO 80403
United States
Operating Hours
BY APPT. ONLY
BY APPT ONLY
Phone
720-893-2800
Other Offices
2

ReceiptFinancials

Total AUM
$227.2M
Accounts
538
Discretionary
$227.2M
Accounts
538
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
90
AUM
$32M
HNW Individual Clients
79
AUM
$184.6M
Pension/Profit Sharing Plan Clients
2
AUM
$1.2M
Charitable Organization Clients
1
AUM
$4M
Corporation or Business Clients
9
AUM
$4.2M
Other Clients
10
AUM
$1.2M
Description of Other Clients
529 PLANS

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOMONVTX

HandshakeAffiliates

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

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