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Building 2QUISH

Map pinBOULDER, CO
Phone303-523-6122
NotebookSEC #801-132344
Total AUM
$154.2M
Employees
1
Clients
15

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1123 SPRUCE STREET
SUITE 303
BOULDER
CO 80302
United States
Operating Hours
7AM - 4PM
Monday - Friday
Phone
303-523-6122

ReceiptFinancials

Total AUM
$154.2M
Accounts
13
Discretionary
$154.2M
Accounts
13
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
13
AUM
$127.6M
Pooled Vehicle Clients
1
AUM
$9.3M
Charitable Organization Clients
1
AUM
$17.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
ESTATE PLANNING, TAX PLANNING, RETIREMENT PLANNING
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CO

HandshakeAffiliates

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

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