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Building 2CAPITAL INVESTMENT COUNSEL, LLC

Map pinDENVER, CO
Phone(303) 381-0200
NotebookSEC #801-128941
Total AUM
$1.4B
Employees
8
Clients
469

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
600 GRANT ST.
STE. 450
DENVER
CO 80203
United States
Operating Hours
8:00AM-4:30PM
BY APPOINTMENT ONLY
Phone
(303) 381-0200
Other Offices
2

ReceiptFinancials

Total AUM
$1.4B
Accounts
1,408
Discretionary
$1.3B
Accounts
1,395
Non-Discretionary
$5.9M
Accounts
13

ContactClients

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Individual Clients
146
AUM
$63.3M
HNW Individual Clients
317
AUM
$1.2B
Government Entity Clients
5
AUM
$93.9M
Corporation or Business Clients
1
AUM
$5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLMINCTX

HandshakeAffiliates

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

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