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Building 2SUMMIT HILL WEALTH MANAGEMENT, LLC

Map pinGREENWOOD VILLAGE, CO
Phone720-773-9297
NotebookSEC #801-132346
Total AUM
$145.7M
Employees
4
Clients
62

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5619 DTC PARKWAY
SUITE 550
GREENWOOD VILLAGE
CO 80111
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
720-773-9297

ReceiptFinancials

Total AUM
$145.7M
Accounts
204
Discretionary
$145.7M
Accounts
204
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
25
AUM
$20.2M
HNW Individual Clients
34
AUM
$118.8M
Charitable Organization Clients
2
AUM
$1.5M
Government Entity Clients
1
AUM
$5.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
FINANCIAL CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COTX

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

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