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Building 2UNITING WEALTH PARTNERS

Map pinDENVER, CO
Phone720-706-7180
NotebookSEC #801-131215
Total AUM
$934.6M
Employees
23
Clients
855

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
240 SAINT PAUL STREET
SUITE 300
DENVER
CO 80206
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
720-706-7180
Other Offices
5

ReceiptFinancials

Total AUM
$934.6M
Accounts
2,337
Discretionary
$928.7M
Accounts
2,328
Non-Discretionary
$5.9M
Accounts
9

ContactClients

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Individual Clients
179
AUM
$6.9M
HNW Individual Clients
651
AUM
$788.1M
Charitable Organization Clients
1
AUM
$4.1K
Corporation or Business Clients
24
AUM
$139.6M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ARAZCACOFLLAMONCNENHNYOHOKSCTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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