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Building 2INTELLIGENT INVESTING

Map pin
Phone970-776-4346
NotebookSEC #801-131516
Total AUM
$118.5M
Employees
1
Clients
97

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM - 6:00 PM
Monday - Friday
Phone
970-776-4346

ReceiptFinancials

Total AUM
$118.5M
Accounts
289
Discretionary
$0
Accounts
0
Non-Discretionary
$118.5M
Accounts
289

ContactClients

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Individual Clients
66
AUM
$32.7M
HNW Individual Clients
29
AUM
$82M
Charitable Organization Clients
2
AUM
$3.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COMA

HandshakeAffiliates

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

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