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Building 2235 WEALTH MANAGEMENT, LLC

Map pin
Phone303-886-3322
NotebookSEC #801-129494
Total AUM
$9.1M
Employees
1
Clients
10

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8 AM - 5 PM
Monday - Friday
Phone
303-886-3322

ReceiptFinancials

Total AUM
$9.1M
Accounts
39
Discretionary
$9.1M
Accounts
39
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
8
AUM
$2.6M
HNW Individual Clients
2
AUM
$6.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
IL

HandshakeAffiliates

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

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