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Building 2DOWNING STREET WEALTH MANAGEMENT LLC

Map pinGREENWOOD VILLAGE, CO
Phone720-360-0886
NotebookSEC #801-131457
Total AUM
$175.6M
Employees
2
Clients
151

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6021 S. SYRACUSE WAY
SUITE 312
GREENWOOD VILLAGE
CO 80111
United States
Operating Hours
8:00-5:00
Monday - Friday
Phone
720-360-0886
Other Offices
1

ReceiptFinancials

Total AUM
$175.6M
Accounts
594
Discretionary
$155.7M
Accounts
520
Non-Discretionary
$19.9M
Accounts
74

ContactClients

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Individual Clients
93
AUM
$36.5M
HNW Individual Clients
57
AUM
$139.1M
Corporation or Business Clients
1
AUM
$4.5K

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCOTX

HandshakeAffiliates

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

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