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Building 2HORIZON WEALTH

Map pinDENVER, CO
Phone303-777-7124
NotebookSEC #801-134662
Total AUM
$147.2M
Employees
7
Clients
163

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
650 S. CHERRY ST.
STE 825
DENVER
CO 80246
United States
Operating Hours
FRIDAY 8:00 AM - 3:00 PM
MONDAY -THURSDAY 8:00 AM - 5:00 PM
Phone
303-777-7124
Other Offices
2

ReceiptFinancials

Total AUM
$147.2M
Accounts
485
Discretionary
$147.2M
Accounts
485
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
87
AUM
$16.5M
HNW Individual Clients
76
AUM
$130.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOMDORTXVA

HandshakeAffiliates

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

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