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Building 27TWO

Map pinDENVER, CO
Phone(720) 477-7274
NotebookSEC #801-129353
Total AUM
$230.4M
Employees
7
Clients
57

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 FILLMORE STREET
5TH FLOOR
DENVER
CO 80206
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(720) 477-7274
Other Offices
4

ReceiptFinancials

Total AUM
$230.4M
Accounts
171
Discretionary
$230.4M
Accounts
171
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
12
AUM
$1.2M
HNW Individual Clients
42
AUM
$169.6M
Pooled Vehicle Clients
3
AUM
$59.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COMANVTXUT

HandshakeAffiliates

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

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