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Building 2BLUE HERON CAPITAL

Map pinENGLEWOOD, CO
Phone(720) 488-8604
NotebookSEC #801-135158
Total AUM
$102.2M
Employees
8
Clients
205

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2 INVERNESS DRIVE E.
SUITE 106
ENGLEWOOD
CO 80112
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
(720) 488-8604

ReceiptFinancials

Total AUM
$102.2M
Accounts
542
Discretionary
$102.2M
Accounts
542
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
125
AUM
$27.9M
HNW Individual Clients
80
AUM
$74.3M

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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