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Building 2GBG WEALTH MANAGEMENT LLC

Map pinLONE TREE, CO
Phone303-708-1640
NotebookSEC #801-131408
Total AUM
$23.8M
Employees
4
Clients
31

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10465 PARK MEADOWS DR
#107
LONE TREE
CO 80124
United States
Operating Hours
9:00 - 5:00
Monday - Friday
Phone
303-708-1640
Other Offices
1

ReceiptFinancials

Total AUM
$23.8M
Accounts
89
Discretionary
$23.8M
Accounts
89
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
5
AUM
$1.4M
HNW Individual Clients
21
AUM
$22.3M
Pension/Profit Sharing Plan Clients
5
AUM
$0

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCOTX

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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