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Building 2PULLIAM FAMILY OFFICE, LLC

Map pinCRESTED BUTTE, CO
Phone972-947-9400
NotebookSEC #801-134600
Total AUM
$141.7M
Employees
3
Clients
37

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
426 BELLEVIEW AVE.
SUITE 203
CRESTED BUTTE
CO 81224
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
972-947-9400

ReceiptFinancials

Total AUM
$141.7M
Accounts
215
Discretionary
$141.7M
Accounts
215
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
37
AUM
$141.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COTX

HandshakeAffiliates

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

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