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Building 2CRUSONIA WEALTH ADVISORS LLC

Map pinDENVER, CO
Phone303-810-6366
NotebookSEC #801-129632
Total AUM
$1.2B
Employees
20
Clients
542

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3773 CHERRY CREEK DRIVE N
SUITE 1025
DENVER
CO 80209
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
303-810-6366
Other Offices
3

ReceiptFinancials

Total AUM
$1.2B
Accounts
1,960
Discretionary
$1.1B
Accounts
1,725
Non-Discretionary
$109M
Accounts
235

ContactClients

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Individual Clients
215
AUM
$73.5M
HNW Individual Clients
325
AUM
$1.1B
Corporation or Business Clients
2
AUM
$12.9M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLLANCNENJNYPATXWAWI

HandshakeAffiliates

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

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