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Building 2PROTOCOL WEALTH, LLC

Map pinDENVER, CO
Phone720-439-9055
NotebookSEC #801-132382
Total AUM
$127.1M
Employees
3
Clients
45

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
201 MILWAUKEE STREET, SUITE 200
DENVER
CO 80206
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
720-439-9055
Other Offices
1

ReceiptFinancials

Total AUM
$127.1M
Accounts
44
Discretionary
$50.9M
Accounts
30
Non-Discretionary
$76.2M
Accounts
14

ContactClients

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Individual Clients
14
AUM
$26.7M
HNW Individual Clients
30
AUM
$100.2M
Pooled Vehicle Clients
1
AUM
$300K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-BasedCharges Subscription Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
COPA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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