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Building 2HOFFMANN HERMANSON

Map pinDENVER, CO
Phone303-946-1810
NotebookSEC #801-131662
Total AUM
$183M
Employees
2
Clients
199

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
450 E. 17TH AVE.
SUITE 400
DENVER
CO 80203
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
303-946-1810
Other Offices
2

ReceiptFinancials

Total AUM
$183M
Accounts
357
Discretionary
$181M
Accounts
355
Non-Discretionary
$2M
Accounts
2

ContactClients

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Individual Clients
129
AUM
$22M
HNW Individual Clients
70
AUM
$161M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CONETX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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