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Building 2RISEMINT

Map pinEVERGREEN, CO
Phone(888) 998-3254
NotebookSEC #801-131175
Total AUM
$121M
Employees
2
Clients
292

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
32186 CASTLE COURT
3RD FLOOR
EVERGREEN
CO 80439
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
(888) 998-3254
Other Offices
2

ReceiptFinancials

Total AUM
$121M
Accounts
938
Discretionary
$119M
Accounts
935
Non-Discretionary
$2M
Accounts
3

ContactClients

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Individual Clients
265
AUM
$88M
HNW Individual Clients
20
AUM
$20M
Charitable Organization Clients
1
AUM
$5M
Corporation or Business Clients
6
AUM
$8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLNYOHPATXWA

HandshakeAffiliates

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

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