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Building 2FIT WEALTH MANAGEMENT

Map pinCENTENNIAL, CO
Phone(303) 618-3587
NotebookSEC #801-130633
Total AUM
$147.4M
Employees
3
Clients
215

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6341 S. TROY CIRCLE UNIT E
CENTENNIAL
CO 80111
United States
Operating Hours
BY APPT.
Monday - Friday
Phone
(303) 618-3587

ReceiptFinancials

Total AUM
$147.4M
Accounts
635
Discretionary
$147.4M
Accounts
635
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
171
AUM
$51.8M
HNW Individual Clients
43
AUM
$95.6M
Charitable Organization Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
NON-DISCRETIONARY ADVICE TO OTHER ADVISORS & INSTITUTIONS
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COMATX

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

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