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Building 2LORD AND RICHARDS

Map pinHIGHLANDS RANCH, CO
Phone720-214-6801
NotebookSEC #801-129213
Total AUM
$128.8M
Employees
18
Clients
1,228

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8744 KENDRICK CASTILLO WAY
SUITE 100
HIGHLANDS RANCH
CO 80129
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
720-214-6801
Other Offices
1

ReceiptFinancials

Total AUM
$128.8M
Accounts
1,363
Discretionary
$128.8M
Accounts
1,363
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,141
AUM
$72.1M
HNW Individual Clients
87
AUM
$56.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLNETX

HandshakeAffiliates

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

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