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Building 2M4A3 LLC

Map pinBOULDER, CO
Phone303.396.6204
NotebookSEC #801-132765
Total AUM
$322M
Employees
6
Clients
65

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
820 PEARL STREET
STE F
BOULDER
CO 80302
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
303.396.6204

ReceiptFinancials

Total AUM
$322M
Accounts
356
Discretionary
$284M
Accounts
324
Non-Discretionary
$38M
Accounts
32

ContactClients

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HNW Individual Clients
60
AUM
$288.3M
Pooled Vehicle Clients
5
AUM
$33.7M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CO

HandshakeAffiliates

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

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