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Building 2HFG ADVISORS

Map pinGREENWOOD VILLAGE, CO
Phone303-369-3800
NotebookSEC #801-135030
Total AUM
$108.8M
Employees
4
Clients
456

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8301 EAST PRENTICE AVE.
#312
GREENWOOD VILLAGE
CO 80111
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
303-369-3800

ReceiptFinancials

Total AUM
$108.8M
Accounts
554
Discretionary
$0
Accounts
0
Non-Discretionary
$108.8M
Accounts
554

ContactClients

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Individual Clients
435
AUM
$90.7M
HNW Individual Clients
21
AUM
$18M

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
COTX

HandshakeAffiliates

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

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